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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 | $102,181 | $126,661-19.3% | $113,397-9.9% | $138,895-26.4% |
| Participation rate | 38.9% | 79.4%-40.6pp | 76.5%-37.6pp | 79.9%-41.0pp |
| Annual return | 3.85% | 25.05%-21.2pp | 23.20%-19.4pp | 145.39%-141.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,058 | $5,693-28.7% | $5,076-20.1% | $6,396-36.6% |
| Admin fee / account holder | $122,021 | $14,549+738.7% | $11,957+920.5% | $12,562+871.3% |