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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 | $237,565 | $73,787+222.0% | $98,716+140.7% | $82,448+188.1% |
| Participation rate | 58.5% | 61.4%-2.9pp | 69.3%-10.8pp | 68.1%-9.5pp |
| Annual return | 11.71% | 18.57%-6.9pp | 31.81%-20.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,879 | $1,511+24.3% | $2,279-17.5% | $2,551-26.4% |
| Participant deferral / active EE | $3,744 | $3,081+21.5% | $4,048-7.5% | $4,139-9.5% |
| Admin fee / account holder | $44,225 | $6,500+580.4% | $8,703+408.2% | $7,234+511.3% |