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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 | $197,677 | $98,766+100.1% | $149,730+32.0% | $79,852+147.6% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.5%-20.0pp | 69.6%-7.1pp |
| Annual return | 11.55% | 27.43%-15.9pp | 276.70%-265.1pp | 31.72%-20.2pp |
| Employer contribution / active EE | $1,472 | $3,217-54.3% | $4,645-68.3% | $2,471-40.4% |
| Participant deferral / active EE | $6,072 | $5,681+6.9% | $6,843-11.3% | $3,740+62.3% |
| Admin fee / account holder | $6,774 | $6,052+11.9% | $9,310-27.2% | $5,306+27.7% |