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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 | $200,346 | $53,837+272.1% | $75,717+164.6% | $85,856+133.4% |
| Participation rate | 63.0% | 69.1%-6.1pp | 74.8%-11.9pp | 69.3%-6.4pp |
| Annual return | 11.37% | 24.54%-13.2pp | 104.58%-93.2pp | 318.58%-307.2pp |
| Employer contribution / active EE | $3,916 | $2,017+94.1% | $2,743+42.8% | $2,565+52.7% |
| Participant deferral / active EE | $6,430 | $2,895+122.1% | $3,821+68.3% | $3,952+62.7% |
| Admin fee / account holder | $23,640 | $3,341+607.5% | $3,619+553.2% | $6,261+277.6% |