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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 | $190,218 | $114,119+66.7% | $107,187+77.5% | $138,895+37.0% |
| Participation rate | 11.1% | 78.1%-67.0pp | 75.0%-63.9pp | 79.9%-68.8pp |
| Annual return | 10.17% | 273.21%-263.0pp | 204.55%-194.4pp | 145.39%-135.2pp |
| Employer contribution / active EE | $2,916 | $4,059-28.2% | $3,782-22.9% | $4,194-30.5% |
| Participant deferral / active EE | $3,444 | $5,538-37.8% | $5,096-32.4% | $6,396-46.1% |
| Admin fee / account holder | $2,402 | $10,024-76.0% | $9,162-73.8% | $12,562-80.9% |