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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 | $213,317 | $112,729+89.2% | $98,716+116.1% | $137,256+55.4% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.3%-0.1pp | 80.0%-10.7pp |
| Annual return | 0.70% | 38.48%-37.8pp | 31.81%-31.1pp | 220.34%-219.6pp |
| Employer contribution / active EE | $623 | $2,725-77.1% | $2,279-72.6% | $4,156-85.0% |
| Participant deferral / active EE | $4,328 | $4,640-6.7% | $4,048+6.9% | $6,407-32.5% |
| Admin fee / account holder | $6,798 | $10,129-32.9% | $8,703-21.9% | $12,270-44.6% |