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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 | $220,216 | $72,492+203.8% | $87,104+152.8% | $72,975+201.8% |
| Participation rate | 53.8% | 72.8%-19.0pp | 76.9%-23.0pp | 69.5%-15.6pp |
| Annual return | 11.12% | 24.46%-13.3pp | 28.19%-17.1pp | 81.01%-69.9pp |
| Employer contribution / active EE | $1,365 | $1,894-27.9% | $2,521-45.9% | $2,440-44.1% |
| Participant deferral / active EE | $2,964 | $3,270-9.4% | $4,048-26.8% | $3,608-17.9% |
| Admin fee / account holder | $5,032 | $5,055-0.5% | $7,491-32.8% | $5,124-1.8% |