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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 | $212,495 | $108,825+95.3% | $156,181+36.1% | $82,448+157.7% |
| Participation rate | 64.5% | 72.4%-7.9pp | 78.8%-14.3pp | 68.1%-3.6pp |
| Annual return | 6.56% | 20.59%-14.0pp | 64.87%-58.3pp | 41.64%-35.1pp |
| Employer contribution / active EE | $2,428 | $2,870-15.4% | $4,294-43.5% | $2,551-4.8% |
| Participant deferral / active EE | $5,048 | $4,577+10.3% | $6,132-17.7% | $4,139+22.0% |
| Admin fee / account holder | $1,994 | $9,341-78.7% | $14,586-86.3% | $7,234-72.4% |