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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 | $224,490 | $102,429+119.2% | $147,096+52.6% | $80,925+177.4% |
| Participation rate | 65.6% | 75.9%-10.2pp | 82.2%-16.6pp | 67.7%-2.0pp |
| Annual return | 11.35% | 135.02%-123.7pp | 419.75%-408.4pp | 35.65%-24.3pp |
| Employer contribution / active EE | $4,222 | $3,716+13.6% | $4,936-14.5% | $2,756+53.2% |
| Participant deferral / active EE | $7,459 | $6,649+12.2% | $8,071-7.6% | $4,299+73.5% |
| Admin fee / account holder | $4,201 | $7,957-47.2% | $13,005-67.7% | $6,940-39.5% |