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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 | $132,759 | $56,894+133.3% | $84,753+56.6% | $62,881+111.1% |
| Participation rate | 18.0% | 68.5%-50.5pp | 76.6%-58.6pp | 69.3%-51.3pp |
| Annual return | 3.23% | 6.30%-3.1pp | 22.78%-19.6pp | 20.14%-16.9pp |
| Employer contribution / active EE | $636 | $2,400-73.5% | $3,574-82.2% | $2,281-72.1% |
| Participant deferral / active EE | $1,564 | $2,709-42.3% | $3,712-57.9% | $3,203-51.2% |
| Admin fee / account holder | $14,409 | $3,581+302.4% | $5,333+170.2% | $4,296+235.4% |