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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 | $73,107+171.0% | $114,563+73.0% | $87,485+126.5% |
| Participation rate | 59.6% | 65.8%-6.2pp | 72.9%-13.4pp | 68.9%-9.4pp |
| Annual return | 11.57% | 19.47%-7.9pp | 241.09%-229.5pp | 26.06%-14.5pp |
| Employer contribution / active EE | $2,858 | $1,881+51.9% | $2,592+10.3% | $2,596+10.1% |
| Participant deferral / active EE | $4,956 | $3,144+57.6% | $4,142+19.6% | $4,274+16.0% |
| Admin fee / account holder | $5,649 | $5,770-2.1% | $7,623-25.9% | $7,775-27.3% |