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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 | $58,057+276.4% | $97,032+125.2% | $86,983+151.2% |
| Participation rate | 57.4% | 60.4%-2.9pp | 71.6%-14.1pp | 69.5%-12.1pp |
| Annual return | 11.56% | 22.26%-10.7pp | 35.38%-23.8pp | 25.83%-14.3pp |
| Employer contribution / active EE | $2,260 | $1,663+35.9% | $2,629-14.0% | $2,584-12.5% |
| Participant deferral / active EE | $3,022 | $3,244-6.8% | $4,672-35.3% | $4,194-27.9% |
| Admin fee / account holder | $9,451 | $4,839+95.3% | $9,418+0.4% | $7,856+20.3% |