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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 | $221,688 | $100,970+119.6% | $96,576+129.5% | $137,256+61.5% |
| Participation rate | 40.0% | 82.6%-42.6pp | 81.4%-41.4pp | 80.0%-40.0pp |
| Annual return | 10.48% | 38.16%-27.7pp | 38.47%-28.0pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,273 | $3,809-40.3% | $3,553-36.0% | $4,156-45.3% |
| Participant deferral / active EE | $5,480 | $8,286-33.9% | $7,956-31.1% | $6,407-14.5% |
| Admin fee / account holder | $28,055 | $11,312+148.0% | $11,381+146.5% | $12,270+128.6% |