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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 | $247,339 | $86,938+184.5% | $102,423+141.5% | $80,925+205.6% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 7.77% | 18.89%-11.1pp | 29.42%-21.7pp | 35.65%-27.9pp |
| Employer contribution / active EE | $1,871 | $2,369-21.0% | $3,023-38.1% | $2,756-32.1% |
| Participant deferral / active EE | $5,948 | $4,120+44.3% | $5,054+17.7% | $4,299+38.4% |
| Admin fee / account holder | $3,970 | $8,053-50.7% | $9,455-58.0% | $6,940-42.8% |