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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 | $210,562 | $16,790+1154.1% | $64,489+226.5% | $67,986+209.7% |
| Participation rate | 56.3% | 62.4%-6.1pp | 67.7%-11.3pp | 57.2%-0.9pp |
| Annual return | 14.18% | 30.55%-16.4pp | 55.03%-40.8pp | 31.67%-17.5pp |
| Employer contribution / active EE | $2,689 | $648+315.2% | $1,523+76.5% | $2,019+33.2% |
| Participant deferral / active EE | $5,345 | $1,510+253.9% | $2,778+92.4% | $3,358+59.2% |
| Admin fee / account holder | $3,194 | $1,690+89.0% | $4,260-25.0% | $3,203-0.3% |