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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 | $208,865 | $97,550+114.1% | $120,344+73.6% | $87,485+138.7% |
| Participation rate | 55.6% | 72.8%-17.3pp | 76.7%-21.2pp | 68.9%-13.4pp |
| Annual return | 6.42% | 18.41%-12.0pp | 20.30%-13.9pp | 26.06%-19.6pp |
| Employer contribution / active EE | $4,417 | $2,291+92.8% | $3,020+46.3% | $2,596+70.1% |
| Participant deferral / active EE | $6,055 | $4,230+43.1% | $5,135+17.9% | $4,274+41.7% |
| Admin fee / account holder | $9,244 | $9,543-3.1% | $12,742-27.5% | $7,775+18.9% |