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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 | $215,139 | $114,712+87.5% | $173,730+23.8% | $87,485+145.9% |
| Participation rate | 62.2% | 73.0%-10.8pp | 79.6%-17.3pp | 68.9%-6.7pp |
| Annual return | 10.84% | 20.18%-9.3pp | 19.96%-9.1pp | 26.06%-15.2pp |
| Employer contribution / active EE | $1,528 | $2,904-47.4% | $4,577-66.6% | $2,596-41.2% |
| Participant deferral / active EE | $5,834 | $4,642+25.7% | $6,326-7.8% | $4,274+36.5% |
| Admin fee / account holder | $4,179 | $10,210-59.1% | $17,523-76.2% | $7,775-46.2% |