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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 | $181,181 | $36,948+390.4% | $73,658+146.0% | $87,485+107.1% |
| Participation rate | 4.2% | 46.8%-42.7pp | 57.0%-52.9pp | 68.9%-64.8pp |
| Annual return | 11.22% | 28.64%-17.4pp | 29.72%-18.5pp | 26.06%-14.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $477 | $1,379-65.4% | $2,062-76.9% | $4,274-88.8% |
| Admin fee / account holder | $1,375 | $2,531-45.7% | $3,357-59.0% | $7,775-82.3% |