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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 | $211,725 | $57,590+267.6% | $86,233+145.5% | $82,448+156.8% |
| Participation rate | 40.0% | 57.9%-17.9pp | 69.0%-29.0pp | 68.1%-28.1pp |
| Annual return | 13.46% | 22.41%-9.0pp | 61.39%-47.9pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,978 | $1,655+19.5% | $2,504-21.0% | $2,551-22.5% |
| Participant deferral / active EE | $3,617 | $3,080+17.5% | $4,559-20.7% | $4,139-12.6% |
| Admin fee / account holder | $5,627 | $4,730+18.9% | $8,342-32.6% | $7,234-22.2% |