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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 | $73,787+146.7% | $98,716+84.4% | $82,448+120.8% |
| Participation rate | 45.2% | 61.4%-16.2pp | 69.3%-24.1pp | 68.1%-22.9pp |
| Annual return | 12.16% | 18.57%-6.4pp | 31.81%-19.6pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,548 | $3,081-17.3% | $4,048-37.1% | $4,139-38.5% |
| Admin fee / account holder | $95,771 | $6,500+1373.4% | $8,703+1000.5% | $7,234+1223.8% |