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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 | $137,363 | $47,944+186.5% | $67,834+102.5% | $62,881+118.4% |
| Participation rate | 57.4% | 61.1%-3.7pp | 68.8%-11.4pp | 69.3%-11.9pp |
| Annual return | 4.32% | 11.77%-7.4pp | 138.47%-134.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,473 | $2,247+143.6% | $3,160+73.2% | $3,203+70.9% |
| Admin fee / account holder | $659 | $3,712-82.3% | $4,622-85.8% | $4,296-84.7% |