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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 | $199,672 | $57,590+246.7% | $86,233+131.5% | $82,448+142.2% |
| Participation rate | 68.6% | 57.9%+10.7pp | 69.0%-0.4pp | 68.1%+0.5pp |
| Annual return | 13.30% | 22.41%-9.1pp | 61.39%-48.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,549 | $1,655+54.0% | $2,504+1.8% | $2,551-0.1% |
| Participant deferral / active EE | $3,449 | $3,080+12.0% | $4,559-24.4% | $4,139-16.7% |
| Admin fee / account holder | $7,589 | $4,730+60.4% | $8,342-9.0% | $7,234+4.9% |