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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 | $188,929 | $93,617+101.8% | $135,982+38.9% | $75,177+151.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 8.10% | 30.89%-22.8pp | 68.32%-60.2pp | 160.75%-152.7pp |
| Employer contribution / active EE | $2,295 | $3,538-35.1% | $4,859-52.8% | $2,671-14.1% |
| Participant deferral / active EE | $8,430 | $6,406+31.6% | $7,760+8.6% | $4,126+104.3% |
| Admin fee / account holder | $11,339 | $6,980+62.5% | $10,767+5.3% | $5,651+100.6% |