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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 | $201,891 | $100,970+100.0% | $96,576+109.0% | $137,256+47.1% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 11.30% | 38.16%-26.9pp | 38.47%-27.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $3,209 | $3,809-15.7% | $3,553-9.7% | $4,156-22.8% |
| Participant deferral / active EE | $7,666 | $8,286-7.5% | $7,956-3.7% | $6,407+19.6% |
| Admin fee / account holder | $1,930 | $11,312-82.9% | $11,381-83.0% | $12,270-84.3% |