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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 | $207,957 | $92,798+124.1% | $96,707+115.0% | $137,256+51.5% |
| Participation rate | 68.4% | 81.6%-13.2pp | 80.4%-11.9pp | 80.0%-11.5pp |
| Annual return | 11.97% | 31.24%-19.3pp | 34.78%-22.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,170 | $4,147-47.7% | $4,191-48.2% | $4,156-47.8% |
| Participant deferral / active EE | $7,596 | $5,877+29.3% | $5,997+26.7% | $6,407+18.6% |
| Admin fee / account holder | $2,927 | $7,946-63.2% | $7,503-61.0% | $12,270-76.1% |