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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 | $182,049 | $74,535+144.2% | $100,712+80.8% | $82,637+120.3% |
| Participation rate | 45.2% | 61.2%-16.0pp | 69.3%-24.1pp | 68.1%-22.9pp |
| Annual return | 12.16% | 18.92%-6.8pp | 33.27%-21.1pp | 53.51%-41.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,548 | $3,074-17.1% | $4,085-37.6% | $4,126-38.3% |
| Admin fee / account holder | $95,771 | $6,576+1356.4% | $9,256+934.7% | $7,339+1205.0% |