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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 | $225,868 | $90,400+149.9% | $186,193+21.3% | $87,485+158.2% |
| Participation rate | 51.7% | 66.2%-14.5pp | 77.1%-25.4pp | 68.9%-17.2pp |
| Annual return | 10.08% | 22.15%-12.1pp | 78.03%-67.9pp | 26.06%-16.0pp |
| Employer contribution / active EE | $733 | $2,170-66.2% | $3,918-81.3% | $2,596-71.7% |
| Participant deferral / active EE | $4,757 | $4,330+9.9% | $6,513-27.0% | $4,274+11.3% |
| Admin fee / account holder | $10,310 | $8,673+18.9% | $11,058-6.8% | $7,775+32.6% |