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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 | $229,220 | $54,541+320.3% | $78,778+191.0% | $70,126+226.9% |
| Participation rate | 56.1% | 60.8%-4.7pp | 69.2%-13.1pp | 69.5%-13.4pp |
| Annual return | 7.05% | 21.07%-14.0pp | 35.62%-28.6pp | 73.15%-66.1pp |
| Employer contribution / active EE | $1,983 | $1,089+82.2% | $1,986-0.1% | $2,343-15.4% |
| Participant deferral / active EE | $3,384 | $2,210+53.1% | $2,958+14.4% | $3,332+1.6% |
| Admin fee / account holder | $4,330 | $3,709+16.7% | $5,134-15.7% | $4,645-6.8% |