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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 | $234,361 | $110,137+112.8% | $161,149+45.4% | $82,637+183.6% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 8.55% | 20.69%-12.1pp | 21.16%-12.6pp | 53.51%-45.0pp |
| Employer contribution / active EE | $2,095 | $2,856-26.7% | $4,360-52.0% | $2,552-17.9% |
| Participant deferral / active EE | $4,617 | $4,575+0.9% | $6,153-25.0% | $4,126+11.9% |
| Admin fee / account holder | $55,957 | $9,467+491.1% | $15,194+268.3% | $7,339+662.5% |