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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 | $243,811 | $251,004-2.9% | $191,597+27.3% | $138,895+75.5% |
| Participation rate | 69.2% | 82.4%-13.1pp | 76.9%-7.7pp | 79.9%-10.7pp |
| Annual return | 5.76% | 31.05%-25.3pp | 27.07%-21.3pp | 145.39%-139.6pp |
| Employer contribution / active EE | $1,920 | $6,226-69.2% | $5,025-61.8% | $4,194-54.2% |
| Participant deferral / active EE | $6,607 | $8,154-19.0% | $6,850-3.5% | $6,396+3.3% |
| Admin fee / account holder | $4,738 | $31,471-84.9% | $22,799-79.2% | $12,562-62.3% |