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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 | $218,538 | $58,848+271.4% | $88,179+147.8% | $82,637+164.5% |
| Participation rate | 57.4% | 57.9%-0.5pp | 69.1%-11.7pp | 68.1%-10.6pp |
| Annual return | 11.56% | 22.76%-11.2pp | 64.97%-53.4pp | 53.51%-42.0pp |
| Employer contribution / active EE | $2,260 | $1,678+34.7% | $2,549-11.3% | $2,552-11.4% |
| Participant deferral / active EE | $3,022 | $3,124-3.3% | $4,614-34.5% | $4,126-26.8% |
| Admin fee / account holder | $9,451 | $4,795+97.1% | $7,673+23.2% | $7,339+28.8% |