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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 | $158,598 | $48,284+228.5% | $67,524+134.9% | $80,911+96.0% |
| Participation rate | 44.4% | 66.4%-22.0pp | 72.9%-28.5pp | 67.6%-23.2pp |
| Annual return | 10.96% | 18.27%-7.3pp | 3519.41%-3508.4pp | 35.63%-24.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,163 | $2,927-26.1% | $4,001-45.9% | $4,297-49.7% |
| Admin fee / account holder | $1,081 | $3,688-70.7% | $4,001-73.0% | $6,935-84.4% |