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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 | $220,502 | $86,938+153.6% | $102,423+115.3% | $80,925+172.5% |
| Participation rate | 54.8% | 72.4%-17.5pp | 76.5%-21.7pp | 67.7%-12.8pp |
| Annual return | 7.94% | 18.89%-10.9pp | 29.42%-21.5pp | 35.65%-27.7pp |
| Employer contribution / active EE | $1,705 | $2,369-28.0% | $3,023-43.6% | $2,756-38.1% |
| Participant deferral / active EE | $3,837 | $4,120-6.9% | $5,054-24.1% | $4,299-10.7% |
| Admin fee / account holder | $4,837 | $8,053-39.9% | $9,455-48.8% | $6,940-30.3% |