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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 | $48,118+276.5% | $136,833+32.4% | $94,015+92.7% |
| Participation rate | 4.2% | 47.4%-43.2pp | 59.0%-54.9pp | 70.8%-66.7pp |
| Annual return | 11.22% | 14.65%-3.4pp | 35.32%-24.1pp | 17.84%-6.6pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $477 | $1,651-71.1% | $2,441-80.5% | $4,249-88.8% |
| Admin fee / account holder | $1,375 | $3,059-55.0% | $4,706-70.8% | $8,951-84.6% |