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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 | $192,662 | $93,057+107.0% | $153,500+25.5% | $80,925+138.1% |
| Participation rate | 65.9% | 69.0%-3.1pp | 77.1%-11.2pp | 67.7%-1.7pp |
| Annual return | 9.02% | 19.96%-10.9pp | 15.70%-6.7pp | 35.65%-26.6pp |
| Employer contribution / active EE | $1,664 | $3,507-52.6% | $5,039-67.0% | $2,756-39.6% |
| Participant deferral / active EE | $2,269 | $5,179-56.2% | $6,756-66.4% | $4,299-47.2% |
| Admin fee / account holder | $3,591 | $8,885-59.6% | $12,736-71.8% | $6,940-48.3% |