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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 | $101,795+113.2% | $165,100+31.5% | $80,959+168.1% |
| Participation rate | 68.0% | 71.8%-3.8pp | 78.6%-10.6pp | 67.7%+0.3pp |
| Annual return | 0.06% | 16.73%-16.7pp | 70.21%-70.2pp | 35.67%-35.6pp |
| Employer contribution / active EE | $1,183 | $2,954-59.9% | $4,348-72.8% | $2,757-57.1% |
| Participant deferral / active EE | $5,543 | $4,476+23.8% | $6,035-8.2% | $4,300+28.9% |
| Admin fee / account holder | $6,080 | $8,221-26.0% | $12,696-52.1% | $6,925-12.2% |