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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 | $184,074 | $93,055+97.8% | $153,643+19.8% | $80,935+127.4% |
| Participation rate | 60.0% | 69.0%-9.0pp | 77.1%-17.1pp | 67.7%-7.7pp |
| Annual return | 8.16% | 19.97%-11.8pp | 15.71%-7.6pp | 35.66%-27.5pp |
| Employer contribution / active EE | $5,479 | $3,504+56.4% | $5,039+8.7% | $2,757+98.7% |
| Participant deferral / active EE | $9,672 | $5,172+87.0% | $6,754+43.2% | $4,299+125.0% |
| Admin fee / account holder | $7,054 | $8,881-20.6% | $12,739-44.6% | $6,924+1.9% |