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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 | $163,940 | $55,713+194.3% | $75,901+116.0% | $72,975+124.7% |
| Participation rate | 56.3% | 61.1%-4.8pp | 69.3%-12.9pp | 69.5%-13.2pp |
| Annual return | 15.44% | 27.60%-12.2pp | 30.76%-15.3pp | 81.01%-65.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,616 | $2,634+113.2% | $3,603+55.9% | $3,608+55.7% |
| Admin fee / account holder | $971 | $3,980-75.6% | $5,420-82.1% | $5,124-81.1% |