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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 | $199,844 | $52,279+282.3% | $89,435+123.5% | $79,856+150.3% |
| Participation rate | 45.5% | 57.5%-12.1pp | 68.0%-22.5pp | 69.6%-24.2pp |
| Annual return | 7.40% | 22.16%-14.8pp | 245.55%-238.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,840 | $1,572+17.1% | $2,587-28.9% | $2,471-25.6% |
| Participant deferral / active EE | $2,755 | $2,740+0.5% | $3,890-29.2% | $3,741-26.4% |
| Admin fee / account holder | $5,642 | $3,356+68.1% | $4,884+15.5% | $5,306+6.3% |