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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 | $249,144 | $114,119+118.3% | $107,187+132.4% | $138,895+79.4% |
| Participation rate | 60.9% | 78.1%-17.2pp | 75.0%-14.2pp | 79.9%-19.0pp |
| Annual return | 8.13% | 273.21%-265.1pp | 204.55%-196.4pp | 145.39%-137.3pp |
| Employer contribution / active EE | $1,600 | $4,059-60.6% | $3,782-57.7% | $4,194-61.9% |
| Participant deferral / active EE | $3,849 | $5,538-30.5% | $5,096-24.5% | $6,396-39.8% |
| Admin fee / account holder | $12,318 | $10,024+22.9% | $9,162+34.4% | $12,562-1.9% |