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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 | $232,292 | $102,382+126.9% | $147,005+58.0% | $80,874+187.2% |
| Participation rate | 61.0% | 75.8%-14.9pp | 82.2%-21.2pp | 67.6%-6.7pp |
| Annual return | 11.70% | 134.89%-123.2pp | 418.76%-407.1pp | 35.62%-23.9pp |
| Employer contribution / active EE | $3,569 | $3,715-3.9% | $4,934-27.7% | $2,756+29.5% |
| Participant deferral / active EE | $8,809 | $6,646+32.5% | $8,070+9.2% | $4,297+105.0% |
| Admin fee / account holder | $6,626 | $7,942-16.6% | $13,006-49.1% | $6,935-4.5% |