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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 | $233,149 | $58,627+297.7% | $76,735+203.8% | $82,448+182.8% |
| Participation rate | 69.4% | 63.2%+6.2pp | 69.5%-0.1pp | 68.1%+1.4pp |
| Annual return | 11.43% | 39.10%-27.7pp | 29.77%-18.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,607 | $1,729-7.0% | $2,454-34.5% | $2,551-37.0% |
| Participant deferral / active EE | $5,509 | $3,134+75.8% | $4,088+34.8% | $4,139+33.1% |
| Admin fee / account holder | $5,491 | $5,323+3.2% | $7,189-23.6% | $7,234-24.1% |