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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 | $204,037 | $107,809+89.3% | $97,032+110.3% | $155,188+31.5% |
| Participation rate | 60.0% | 75.5%-15.5pp | 71.6%-11.6pp | 80.8%-20.8pp |
| Annual return | 6.14% | 38.06%-31.9pp | 35.38%-29.2pp | 148.84%-142.7pp |
| Employer contribution / active EE | $11,810 | $2,911+305.7% | $2,629+349.2% | $4,248+178.0% |
| Participant deferral / active EE | $26,005 | $5,129+407.0% | $4,672+456.6% | $6,531+298.2% |
| Admin fee / account holder | $635 | $10,717-94.1% | $9,418-93.3% | $14,480-95.6% |