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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 | $191,500 | $82,523+132.1% | $115,752+65.4% | $70,126+173.1% |
| Participation rate | 64.0% | 74.0%-10.0pp | 77.8%-13.8pp | 69.5%-5.5pp |
| Annual return | 10.97% | 28.22%-17.2pp | 19.41%-8.4pp | 73.15%-62.2pp |
| Employer contribution / active EE | $3,086 | $2,758+11.9% | $3,492-11.6% | $2,343+31.7% |
| Participant deferral / active EE | $3,510 | $4,062-13.6% | $5,204-32.6% | $3,332+5.3% |
| Admin fee / account holder | $1,133 | $4,552-75.1% | $6,278-81.9% | $4,645-75.6% |