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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 | $218,484 | $73,787+196.1% | $98,716+121.3% | $82,448+165.0% |
| Participation rate | 58.5% | 61.4%-2.9pp | 69.3%-10.8pp | 68.1%-9.5pp |
| Annual return | 10.44% | 18.57%-8.1pp | 31.81%-21.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $3,094 | $1,511+104.7% | $2,279+35.8% | $2,551+21.3% |
| Participant deferral / active EE | $5,376 | $3,081+74.5% | $4,048+32.8% | $4,139+29.9% |
| Admin fee / account holder | $7,221 | $6,500+11.1% | $8,703-17.0% | $7,234-0.2% |