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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 | $205,238 | $81,487+151.9% | $102,412+100.4% | $80,935+153.6% |
| Participation rate | 64.0% | 66.8%-2.8pp | 74.5%-10.5pp | 67.7%-3.7pp |
| Annual return | 10.09% | 25.60%-15.5pp | 24.94%-14.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $4,514 | $3,103+45.5% | $3,870+16.6% | $2,757+63.7% |
| Participant deferral / active EE | $11,734 | $3,871+203.1% | $5,060+131.9% | $4,299+172.9% |
| Admin fee / account holder | $1,066 | $6,717-84.1% | $8,388-87.3% | $6,924-84.6% |