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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 | $218,691 | $93,598+133.6% | $135,974+60.8% | $75,173+190.9% |
| Participation rate | 61.0% | 75.2%-14.2pp | 81.9%-20.9pp | 67.2%-6.2pp |
| Annual return | 12.32% | 30.89%-18.6pp | 68.30%-56.0pp | 160.72%-148.4pp |
| Employer contribution / active EE | $2,005 | $3,538-43.3% | $4,859-58.7% | $2,671-24.9% |
| Participant deferral / active EE | $6,168 | $6,405-3.7% | $7,760-20.5% | $4,126+49.5% |
| Admin fee / account holder | $677 | $6,978-90.3% | $10,767-93.7% | $5,651-88.0% |