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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 | $107,666+87.5% | $102,184+97.6% | $154,746+30.5% |
| Participation rate | 60.0% | 83.7%-23.7pp | 82.6%-22.6pp | 80.7%-20.7pp |
| Annual return | 11.30% | 29.33%-18.0pp | 31.58%-20.3pp | 172.34%-161.0pp |
| Employer contribution / active EE | $3,209 | $3,846-16.6% | $3,594-10.7% | $4,379-26.7% |
| Participant deferral / active EE | $7,666 | $8,719-12.1% | $8,309-7.7% | $6,730+13.9% |
| Admin fee / account holder | $1,930 | $12,943-85.1% | $11,609-83.4% | $14,365-86.6% |