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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 | $181,942 | $81,208+124.0% | $98,920+83.9% | $79,852+127.8% |
| Participation rate | 65.8% | 72.5%-6.7pp | 76.0%-10.2pp | 69.6%-3.8pp |
| Annual return | 9.65% | 60.99%-51.3pp | 196.47%-186.8pp | 31.72%-22.1pp |
| Employer contribution / active EE | $2,166 | $1,960+10.6% | $2,689-19.4% | $2,471-12.3% |
| Participant deferral / active EE | $5,820 | $3,265+78.3% | $4,245+37.1% | $3,740+55.6% |
| Admin fee / account holder | $3,226 | $6,013-46.4% | $6,643-51.4% | $5,306-39.2% |