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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 | $243,098 | $95,453+154.7% | $112,040+117.0% | $82,448+194.9% |
| Participation rate | 69.4% | 72.8%-3.3pp | 76.5%-7.0pp | 68.1%+1.4pp |
| Annual return | 11.64% | 23.92%-12.3pp | 24.52%-12.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,173 | $4,224+93.5% | $5,098+60.3% | $4,139+97.5% |
| Admin fee / account holder | $9,552 | $9,013+6.0% | $12,098-21.0% | $7,234+32.0% |