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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 | $154,214 | $59,804+157.9% | $81,982+88.1% | $79,856+93.1% |
| Participation rate | 29.0% | 61.6%-32.6pp | 69.3%-40.2pp | 69.6%-40.6pp |
| Annual return | 8.47% | 17.56%-9.1pp | 41.31%-32.8pp | 31.71%-23.2pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,574 | $2,695-41.6% | $3,722-57.7% | $3,741-57.9% |
| Admin fee / account holder | $17,985 | $4,288+319.4% | $5,665+217.5% | $5,306+238.9% |