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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 | $152,496 | $103,392+47.5% | $87,104+75.1% | $152,897-0.3% |
| Participation rate | 53.3% | 79.4%-26.0pp | 76.9%-23.5pp | 82.5%-29.1pp |
| Annual return | 2.92% | 28.10%-25.2pp | 28.19%-25.3pp | 345.43%-342.5pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,052 | $4,778-57.1% | $4,048-49.3% | $5,851-64.9% |
| Admin fee / account holder | $21,228 | $12,194+74.1% | $7,491+183.4% | $11,599+83.0% |