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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 | $198,170 | $93,617+111.7% | $135,982+45.7% | $75,177+163.6% |
| Participation rate | 62.5% | 75.2%-12.7pp | 81.9%-19.4pp | 67.2%-4.7pp |
| Annual return | 12.63% | 30.89%-18.3pp | 68.32%-55.7pp | 160.75%-148.1pp |
| Employer contribution / active EE | $7,672 | $3,538+116.8% | $4,859+57.9% | $2,671+187.2% |
| Participant deferral / active EE | $8,477 | $6,406+32.3% | $7,760+9.2% | $4,126+105.4% |
| Admin fee / account holder | $43,539 | $6,980+523.8% | $10,767+304.4% | $5,651+670.4% |