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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 | $193,051 | $76,371+152.8% | $93,621+106.2% | $72,975+164.5% |
| Participation rate | 66.7% | 71.8%-5.1pp | 75.8%-9.2pp | 69.5%-2.8pp |
| Annual return | 13.10% | 25.82%-12.7pp | 32.76%-19.7pp | 81.01%-67.9pp |
| Employer contribution / active EE | $1,367 | $2,276-39.9% | $2,719-49.7% | $2,440-44.0% |
| Participant deferral / active EE | $5,190 | $3,538+46.7% | $4,070+27.5% | $3,608+43.8% |
| Admin fee / account holder | $5,349 | $6,839-21.8% | $7,890-32.2% | $5,124+4.4% |