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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 | $191,331 | $63,703+200.3% | $93,063+105.6% | $82,448+132.1% |
| Participation rate | 62.5% | 63.8%-1.3pp | 72.1%-9.6pp | 68.1%-5.6pp |
| Annual return | 10.58% | -775.43%+786.0pp | 34.15%-23.6pp | 41.64%-31.1pp |
| Employer contribution / active EE | $2,973 | $1,729+72.0% | $2,476+20.1% | $2,551+16.6% |
| Participant deferral / active EE | $4,898 | $2,919+67.8% | $3,958+23.7% | $4,139+18.3% |
| Admin fee / account holder | $3,619 | $5,982-39.5% | $6,033-40.0% | $7,234-50.0% |