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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 | $207,563 | $110,240+88.3% | $96,544+115.0% | $139,487+48.8% |
| Participation rate | 68.8% | 78.1%-9.4pp | 76.0%-7.2pp | 80.3%-11.6pp |
| Annual return | 4.95% | 26.41%-21.5pp | 25.88%-20.9pp | 373.84%-368.9pp |
| Employer contribution / active EE | $1,340 | $3,622-63.0% | $2,966-54.8% | $4,755-71.8% |
| Participant deferral / active EE | $5,517 | $5,549-0.6% | $4,851+13.7% | $6,713-17.8% |
| Admin fee / account holder | $7,045 | $11,602-39.3% | $8,254-14.7% | $11,407-38.2% |