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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 | $191,707 | $105,284+82.1% | $150,734+27.2% | $94,015+103.9% |
| Participation rate | 69.4% | 71.7%-2.3pp | 78.4%-9.0pp | 70.8%-1.4pp |
| Annual return | 3.55% | 15.67%-12.1pp | 600.81%-597.3pp | 17.84%-14.3pp |
| Employer contribution / active EE | $2,255 | $3,599-37.4% | $4,918-54.2% | $2,790-19.2% |
| Participant deferral / active EE | $8,133 | $4,274+90.3% | $5,610+45.0% | $4,249+91.4% |
| Admin fee / account holder | $23,302 | $9,839+136.8% | $14,905+56.3% | $8,951+160.3% |