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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 | $204,083 | $99,633+104.8% | $183,328+11.3% | $82,448+147.5% |
| Participation rate | 69.1% | 70.8%-1.7pp | 77.3%-8.2pp | 68.1%+1.0pp |
| Annual return | 12.21% | 17.84%-5.6pp | 29.67%-17.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $2,316 | $3,256-28.9% | $5,055-54.2% | $2,551-9.2% |
| Participant deferral / active EE | $3,860 | $4,938-21.8% | $6,795-43.2% | $4,139-6.8% |
| Admin fee / account holder | $26,476 | $9,934+166.5% | $21,427+23.6% | $7,234+266.0% |