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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,729 | $74,535+151.9% | $100,712+86.4% | $82,637+127.2% |
| Participation rate | 37.8% | 61.2%-23.3pp | 69.3%-31.4pp | 68.1%-30.2pp |
| Annual return | 9.27% | 18.92%-9.7pp | 33.27%-24.0pp | 53.51%-44.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,848 | $3,074-39.9% | $4,085-54.8% | $4,126-55.2% |
| Admin fee / account holder | $49,162 | $6,576+647.6% | $9,256+431.1% | $7,339+569.9% |