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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 | $73,107+161.7% | $114,563+67.0% | $87,485+118.7% |
| Participation rate | 62.5% | 65.8%-3.3pp | 72.9%-10.4pp | 68.9%-6.4pp |
| Annual return | 10.58% | 19.47%-8.9pp | 241.09%-230.5pp | 26.06%-15.5pp |
| Employer contribution / active EE | $2,973 | $1,881+58.1% | $2,592+14.7% | $2,596+14.5% |
| Participant deferral / active EE | $4,898 | $3,144+55.8% | $4,142+18.3% | $4,274+14.6% |
| Admin fee / account holder | $3,619 | $5,770-37.3% | $7,623-52.5% | $7,775-53.5% |