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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 | $193,838 | $69,515+178.8% | $86,874+123.1% | $85,854+125.8% |
| Participation rate | 63.2% | 66.3%-3.2pp | 71.6%-8.5pp | 69.3%-6.2pp |
| Annual return | 7.53% | 20.12%-12.6pp | 63.52%-56.0pp | 318.56%-311.0pp |
| Employer contribution / active EE | $2,342 | $1,880+24.5% | $2,495-6.1% | $2,565-8.7% |
| Participant deferral / active EE | $5,390 | $2,919+84.6% | $3,699+45.7% | $3,952+36.4% |
| Admin fee / account holder | $20,454 | $5,972+242.5% | $5,828+251.0% | $6,260+226.7% |