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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 | $202,060 | $101,795+98.5% | $165,100+22.4% | $80,959+149.6% |
| Participation rate | 64.7% | 71.8%-7.1pp | 78.6%-13.9pp | 67.7%-3.0pp |
| Annual return | 9.99% | 16.73%-6.7pp | 70.21%-60.2pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,704 | $2,954-42.3% | $4,348-60.8% | $2,757-38.2% |
| Participant deferral / active EE | $3,114 | $4,476-30.4% | $6,035-48.4% | $4,300-27.6% |
| Admin fee / account holder | $24,028 | $8,221+192.3% | $12,696+89.3% | $6,925+247.0% |