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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 | $168,928 | $87,166+93.8% | $76,735+120.1% | $137,256+23.1% |
| Participation rate | 58.3% | 74.4%-16.0pp | 69.5%-11.2pp | 80.0%-21.6pp |
| Annual return | 5.76% | 26.50%-20.7pp | 29.77%-24.0pp | 220.34%-214.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,446 | $4,726-27.1% | $4,088-15.7% | $6,407-46.2% |
| Admin fee / account holder | $141,904 | $8,403+1588.7% | $7,189+1873.8% | $12,270+1056.5% |