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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 | $93,057+97.8% | $153,500+19.9% | $80,925+127.5% |
| Participation rate | 60.0% | 69.0%-9.0pp | 77.1%-17.1pp | 67.7%-7.7pp |
| Annual return | 8.16% | 19.96%-11.8pp | 15.70%-7.5pp | 35.65%-27.5pp |
| Employer contribution / active EE | $5,479 | $3,507+56.2% | $5,039+8.7% | $2,756+98.8% |
| Participant deferral / active EE | $9,672 | $5,179+86.7% | $6,756+43.2% | $4,299+125.0% |
| Admin fee / account holder | $7,054 | $8,885-20.6% | $12,736-44.6% | $6,940+1.6% |