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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 | $246,009 | $106,749+130.5% | $145,433+69.2% | $82,448+198.4% |
| Participation rate | 60.0% | 75.6%-15.6pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | 14.16% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $3,466 | $3,444+0.6% | $4,554-23.9% | $2,551+35.9% |
| Participant deferral / active EE | $6,821 | $6,519+4.6% | $7,897-13.6% | $4,139+64.8% |
| Admin fee / account holder | $838 | $8,390-90.0% | $13,129-93.6% | $7,234-88.4% |