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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 | $217,073 | $101,763+113.3% | $164,866+31.7% | $80,874+168.4% |
| Participation rate | 68.0% | 71.8%-3.8pp | 78.6%-10.6pp | 67.6%+0.4pp |
| Annual return | 0.06% | 16.73%-16.7pp | 69.97%-69.9pp | 35.62%-35.6pp |
| Employer contribution / active EE | $1,183 | $2,954-59.9% | $4,343-72.8% | $2,756-57.1% |
| Participant deferral / active EE | $5,543 | $4,477+23.8% | $6,033-8.1% | $4,297+29.0% |
| Admin fee / account holder | $6,080 | $8,228-26.1% | $12,689-52.1% | $6,935-12.3% |