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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 | $236,671 | $54,541+333.9% | $78,778+200.4% | $70,126+237.5% |
| Participation rate | 57.1% | 60.8%-3.7pp | 69.2%-12.0pp | 69.5%-12.4pp |
| Annual return | 12.05% | 21.07%-9.0pp | 35.62%-23.6pp | 73.15%-61.1pp |
| Employer contribution / active EE | $2,344 | $1,089+115.4% | $1,986+18.1% | $2,343+0.1% |
| Participant deferral / active EE | $6,236 | $2,210+182.1% | $2,958+110.8% | $3,332+87.2% |
| Admin fee / account holder | $41,153 | $3,709+1009.7% | $5,134+701.6% | $4,645+785.9% |