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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 | $221,108 | $85,766+157.8% | $136,298+62.2% | $70,126+215.3% |
| Participation rate | 69.2% | 74.2%-4.9pp | 81.9%-12.7pp | 69.5%-0.3pp |
| Annual return | 13.18% | 31.46%-18.3pp | 5156.27%-5143.1pp | 73.15%-60.0pp |
| Employer contribution / active EE | $1,850 | $2,966-37.6% | $4,696-60.6% | $2,343-21.0% |
| Participant deferral / active EE | $5,535 | $5,051+9.6% | $6,247-11.4% | $3,332+66.1% |
| Admin fee / account holder | $3,467 | $5,421-36.0% | $9,244-62.5% | $4,645-25.4% |