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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 | $207,176 | $95,453+117.0% | $112,040+84.9% | $82,448+151.3% |
| Participation rate | 69.4% | 72.8%-3.4pp | 76.5%-7.1pp | 68.1%+1.3pp |
| Annual return | 11.05% | 23.92%-12.9pp | 24.52%-13.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,261 | $2,318-45.6% | $2,954-57.3% | $2,551-50.6% |
| Participant deferral / active EE | $3,915 | $4,224-7.3% | $5,098-23.2% | $4,139-5.4% |
| Admin fee / account holder | $107,799 | $9,013+1096.0% | $12,098+791.0% | $7,234+1390.1% |