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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 | $193,883 | $106,524+82.0% | $152,301+27.3% | $87,485+121.6% |
| Participation rate | 61.3% | 75.8%-14.5pp | 82.4%-21.2pp | 68.9%-7.6pp |
| Annual return | 13.74% | 26.89%-13.1pp | 80.50%-66.8pp | 26.06%-12.3pp |
| Employer contribution / active EE | $4,348 | $3,371+29.0% | $4,624-6.0% | $2,596+67.5% |
| Participant deferral / active EE | $10,501 | $6,525+60.9% | $8,004+31.2% | $4,274+145.7% |
| Admin fee / account holder | $11,111 | $8,287+34.1% | $14,398-22.8% | $7,775+42.9% |