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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 | $235,363 | $93,345+152.1% | $119,126+97.6% | $87,485+169.0% |
| Participation rate | 67.9% | 68.7%-0.9pp | 75.8%-7.9pp | 68.9%-1.1pp |
| Annual return | 8.14% | 19.08%-10.9pp | 282.11%-274.0pp | 26.06%-17.9pp |
| Employer contribution / active EE | $2,967 | $3,172-6.4% | $4,034-26.4% | $2,596+14.3% |
| Participant deferral / active EE | $11,612 | $4,099+183.3% | $5,318+118.4% | $4,274+171.7% |
| Admin fee / account holder | $12,635 | $8,039+57.2% | $10,693+18.2% | $7,775+62.5% |