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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 | $189,491 | $84,953+123.1% | $163,379+16.0% | $82,637+129.3% |
| Participation rate | 67.5% | 65.9%+1.6pp | 76.8%-9.3pp | 68.1%-0.6pp |
| Annual return | 8.42% | 23.07%-14.7pp | 63.41%-55.0pp | 53.51%-45.1pp |
| Employer contribution / active EE | $4,360 | $2,183+99.8% | $3,752+16.2% | $2,552+70.8% |
| Participant deferral / active EE | $3,451 | $4,326-20.2% | $6,282-45.1% | $4,126-16.4% |
| Admin fee / account holder | $10,415 | $7,921+31.5% | $9,818+6.1% | $7,339+41.9% |