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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 | $195,444 | $86,050+127.1% | $189,758+3.0% | $94,015+107.9% |
| Participation rate | 66.7% | 68.9%-2.2pp | 79.8%-13.1pp | 70.8%-4.2pp |
| Annual return | 1.62% | 17.77%-16.1pp | 52.62%-51.0pp | 17.84%-16.2pp |
| Employer contribution / active EE | $3,285 | $2,819+16.5% | $4,767-31.1% | $2,790+17.7% |
| Participant deferral / active EE | $6,511 | $3,349+94.4% | $5,856+11.2% | $4,249+53.2% |
| Admin fee / account holder | $1,225 | $6,627-81.5% | $20,388-94.0% | $8,951-86.3% |