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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 | $207,572 | $87,733+136.6% | $106,551+94.8% | $85,856+141.8% |
| Participation rate | 64.1% | 71.9%-7.8pp | 76.1%-12.0pp | 69.3%-5.2pp |
| Annual return | 8.30% | 21.86%-13.6pp | 26.80%-18.5pp | 318.58%-310.3pp |
| Employer contribution / active EE | $1,506 | $2,073-27.4% | $2,819-46.6% | $2,565-41.3% |
| Participant deferral / active EE | $5,434 | $3,469+56.6% | $4,398+23.5% | $3,952+37.5% |
| Admin fee / account holder | $19,351 | $6,767+185.9% | $7,408+161.2% | $6,261+209.1% |