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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 | $193,582 | $227,633-15.0% | $189,597+2.1% | $167,553+15.5% |
| Participation rate | 61.5% | 82.5%-21.0pp | 78.4%-16.9pp | 82.1%-20.6pp |
| Annual return | 7.28% | 78.45%-71.2pp | 64.20%-56.9pp | 478.89%-471.6pp |
| Employer contribution / active EE | $2,822 | $5,317-46.9% | $4,412-36.0% | $4,840-41.7% |
| Participant deferral / active EE | $5,532 | $7,003-21.0% | $6,174-10.4% | $6,343-12.8% |
| Admin fee / account holder | $7,360 | $11,879-38.0% | $9,807-25.0% | $12,316-40.2% |