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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 | $72,471+221.7% | $94,215+147.5% | $86,983+168.0% |
| Participation rate | 69.4% | 63.9%+5.6pp | 70.0%-0.5pp | 69.5%-0.1pp |
| Annual return | 11.43% | 26.44%-15.0pp | 28.22%-16.8pp | 25.83%-14.4pp |
| Employer contribution / active EE | $1,607 | $1,936-17.0% | $2,675-39.9% | $2,584-37.8% |
| Participant deferral / active EE | $5,509 | $3,397+62.2% | $4,276+28.8% | $4,194+31.4% |
| Admin fee / account holder | $5,491 | $6,468-15.1% | $10,216-46.3% | $7,856-30.1% |