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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 | $184,323 | $58,627+214.4% | $76,735+140.2% | $82,448+123.6% |
| Participation rate | 68.1% | 63.2%+4.9pp | 69.5%-1.4pp | 68.1%0pp |
| Annual return | 12.86% | 39.10%-26.2pp | 29.77%-16.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $3,307 | $1,729+91.3% | $2,454+34.8% | $2,551+29.6% |
| Participant deferral / active EE | $6,127 | $3,134+95.5% | $4,088+49.9% | $4,139+48.0% |
| Admin fee / account holder | $43,594 | $5,323+719.0% | $7,189+506.4% | $7,234+502.6% |