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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 | $156,862 | $106,524+47.3% | $152,301+3.0% | $87,485+79.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.4%-32.4pp | 68.9%-18.9pp |
| Annual return | 7.57% | 26.89%-19.3pp | 80.50%-72.9pp | 26.06%-18.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,844 | $6,525-56.4% | $8,004-64.5% | $4,274-33.5% |
| Admin fee / account holder | $31,054 | $8,287+274.7% | $14,398+115.7% | $7,775+299.4% |