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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 | $194,437 | $88,672+119.3% | $105,223+84.8% | $82,448+135.8% |
| Participation rate | 66.0% | 67.9%-1.9pp | 75.0%-9.0pp | 68.1%-2.0pp |
| Annual return | 12.82% | 30.86%-18.0pp | 180.65%-167.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,799 | $3,048-8.2% | $3,689-24.1% | $2,551+9.7% |
| Participant deferral / active EE | $6,490 | $4,036+60.8% | $5,072+28.0% | $4,139+56.8% |
| Admin fee / account holder | $11,084 | $7,146+55.1% | $8,859+25.1% | $7,234+53.2% |