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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 | $230,885 | $86,940+165.6% | $102,434+125.4% | $80,935+185.3% |
| Participation rate | 54.3% | 72.4%-18.1pp | 76.5%-22.2pp | 67.7%-13.4pp |
| Annual return | 9.90% | 18.89%-9.0pp | 29.46%-19.6pp | 35.66%-25.8pp |
| Employer contribution / active EE | $2,103 | $2,370-11.2% | $3,023-30.4% | $2,757-23.7% |
| Participant deferral / active EE | $5,463 | $4,121+32.6% | $5,055+8.1% | $4,299+27.1% |
| Admin fee / account holder | $5,604 | $8,047-30.4% | $9,462-40.8% | $6,924-19.1% |