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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 | $100,194+108.5% | $122,979+69.8% | $86,983+140.1% |
| Participation rate | 55.6% | 73.0%-17.4pp | 77.2%-21.6pp | 69.5%-14.0pp |
| Annual return | 6.42% | 16.47%-10.1pp | 20.12%-13.7pp | 25.83%-19.4pp |
| Employer contribution / active EE | $4,417 | $2,326+89.9% | $3,062+44.2% | $2,584+70.9% |
| Participant deferral / active EE | $6,055 | $4,133+46.5% | $5,003+21.0% | $4,194+44.4% |
| Admin fee / account holder | $9,244 | $10,148-8.9% | $12,864-28.1% | $7,856+17.7% |