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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 | $108,825+102.5% | $156,181+41.1% | $82,448+167.3% |
| Participation rate | 56.0% | 72.4%-16.4pp | 78.8%-22.8pp | 68.1%-12.1pp |
| Annual return | 11.20% | 20.59%-9.4pp | 64.87%-53.7pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,204 | $2,870-58.0% | $4,294-72.0% | $2,551-52.8% |
| Participant deferral / active EE | $4,817 | $4,577+5.2% | $6,132-21.4% | $4,139+16.4% |
| Admin fee / account holder | $12,246 | $9,341+31.1% | $14,586-16.0% | $7,234+69.3% |