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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 | $220,888 | $80,992+172.7% | $96,534+128.8% | $75,173+193.8% |
| Participation rate | 58.6% | 71.8%-13.2pp | 76.0%-17.4pp | 67.2%-8.6pp |
| Annual return | 11.58% | 27.05%-15.5pp | 25.88%-14.3pp | 160.72%-149.1pp |
| Employer contribution / active EE | $1,713 | $2,283-24.9% | $2,965-42.2% | $2,671-35.9% |
| Participant deferral / active EE | $3,649 | $3,929-7.1% | $4,851-24.8% | $4,126-11.6% |
| Admin fee / account holder | $20,727 | $6,717+208.6% | $8,253+151.1% | $5,651+266.8% |