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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 | $210,035 | $59,440+253.4% | $78,004+169.3% | $82,637+154.2% |
| Participation rate | 58.6% | 62.8%-4.2pp | 69.4%-10.8pp | 68.1%-9.4pp |
| Annual return | 12.09% | 40.24%-28.1pp | 31.07%-19.0pp | 53.51%-41.4pp |
| Employer contribution / active EE | $1,367 | $1,750-21.9% | $2,469-44.6% | $2,552-46.5% |
| Participant deferral / active EE | $6,893 | $3,138+119.6% | $4,092+68.5% | $4,126+67.1% |
| Admin fee / account holder | $429 | $5,504-92.2% | $7,578-94.3% | $7,339-94.2% |