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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 | $222,837 | $95,453+133.5% | $112,040+98.9% | $82,448+170.3% |
| Participation rate | 69.4% | 72.8%-3.3pp | 76.5%-7.0pp | 68.1%+1.4pp |
| Annual return | 10.98% | 23.92%-12.9pp | 24.52%-13.5pp | 41.64%-30.7pp |
| Employer contribution / active EE | $961 | $2,318-58.5% | $2,954-67.5% | $2,551-62.3% |
| Participant deferral / active EE | $4,259 | $4,224+0.8% | $5,098-16.4% | $4,139+2.9% |
| Admin fee / account holder | $32,406 | $9,013+259.5% | $12,098+167.9% | $7,234+347.9% |