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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 | $221,921 | $78,015+184.5% | $178,505+24.3% | $80,959+174.1% |
| Participation rate | 59.7% | 65.7%-6.0pp | 77.1%-17.4pp | 67.7%-8.0pp |
| Annual return | 9.71% | 18.10%-8.4pp | 27.16%-17.5pp | 35.67%-26.0pp |
| Employer contribution / active EE | $3,451 | $2,281+51.3% | $3,955-12.7% | $2,757+25.2% |
| Participant deferral / active EE | $8,667 | $4,406+96.7% | $6,280+38.0% | $4,300+101.5% |
| Admin fee / account holder | $3,882 | $7,160-45.8% | $10,428-62.8% | $6,925-43.9% |