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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 | $198,141 | $63,703+211.0% | $93,063+112.9% | $82,448+140.3% |
| Participation rate | 59.6% | 63.8%-4.3pp | 72.1%-12.6pp | 68.1%-8.5pp |
| Annual return | 11.57% | -775.43%+787.0pp | 34.15%-22.6pp | 41.64%-30.1pp |
| Employer contribution / active EE | $2,858 | $1,729+65.4% | $2,476+15.4% | $2,551+12.0% |
| Participant deferral / active EE | $4,956 | $2,919+69.8% | $3,958+25.2% | $4,139+19.7% |
| Admin fee / account holder | $5,649 | $5,982-5.6% | $6,033-6.4% | $7,234-21.9% |