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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 | $183,070 | $94,031+94.7% | $115,768+58.1% | $82,448+122.0% |
| Participation rate | 62.0% | 70.4%-8.4pp | 74.4%-12.4pp | 68.1%-6.1pp |
| Annual return | 11.56% | 20.61%-9.0pp | 100.46%-88.9pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,828 | $2,323-21.3% | $2,940-37.8% | $2,551-28.3% |
| Participant deferral / active EE | $5,004 | $3,972+26.0% | $4,917+1.8% | $4,139+20.9% |
| Admin fee / account holder | $8,048 | $10,249-21.5% | $12,439-35.3% | $7,234+11.2% |