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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 | $212,044 | $95,453+122.1% | $112,040+89.3% | $82,448+157.2% |
| Participation rate | 69.8% | 72.8%-2.9pp | 76.5%-6.7pp | 68.1%+1.8pp |
| Annual return | 5.82% | 23.92%-18.1pp | 24.52%-18.7pp | 41.64%-35.8pp |
| Employer contribution / active EE | $1,694 | $2,318-26.9% | $2,954-42.7% | $2,551-33.6% |
| Participant deferral / active EE | $4,331 | $4,224+2.5% | $5,098-15.0% | $4,139+4.6% |
| Admin fee / account holder | $9,563 | $9,013+6.1% | $12,098-21.0% | $7,234+32.2% |