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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 | $220,379 | $114,712+92.1% | $173,730+26.9% | $87,485+151.9% |
| Participation rate | 56.0% | 73.0%-17.0pp | 79.6%-23.6pp | 68.9%-12.9pp |
| Annual return | 11.20% | 20.18%-9.0pp | 19.96%-8.8pp | 26.06%-14.9pp |
| Employer contribution / active EE | $1,204 | $2,904-58.5% | $4,577-73.7% | $2,596-53.6% |
| Participant deferral / active EE | $4,817 | $4,642+3.8% | $6,326-23.9% | $4,274+12.7% |
| Admin fee / account holder | $12,246 | $10,210+19.9% | $17,523-30.1% | $7,775+57.5% |