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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 | $197,665 | $112,729+75.3% | $98,716+100.2% | $137,256+44.0% |
| Participation rate | 61.9% | 74.2%-12.3pp | 69.3%-7.4pp | 80.0%-18.1pp |
| Annual return | 9.71% | 38.48%-28.8pp | 31.81%-22.1pp | 220.34%-210.6pp |
| Employer contribution / active EE | $2,358 | $2,725-13.5% | $2,279+3.5% | $4,156-43.3% |
| Participant deferral / active EE | $5,920 | $4,640+27.6% | $4,048+46.3% | $6,407-7.6% |
| Admin fee / account holder | $9,561 | $10,129-5.6% | $8,703+9.9% | $12,270-22.1% |