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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 | $187,770 | $124,980+50.2% | $108,359+73.3% | $154,746+21.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 8.25% | 45.00%-36.7pp | 36.89%-28.6pp | 172.34%-164.1pp |
| Employer contribution / active EE | $6,565 | $2,851+130.3% | $2,399+173.6% | $4,379+49.9% |
| Participant deferral / active EE | $11,850 | $4,743+149.9% | $4,137+186.5% | $6,730+76.1% |
| Admin fee / account holder | $866 | $11,502-92.5% | $9,741-91.1% | $14,365-94.0% |