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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 | $222,183 | $86,050+158.2% | $189,758+17.1% | $94,015+136.3% |
| Participation rate | 69.0% | 68.9%+0.1pp | 79.8%-10.8pp | 70.8%-1.9pp |
| Annual return | 8.05% | 17.77%-9.7pp | 52.62%-44.6pp | 17.84%-9.8pp |
| Employer contribution / active EE | $1,919 | $2,819-31.9% | $4,767-59.7% | $2,790-31.2% |
| Participant deferral / active EE | $4,988 | $3,349+48.9% | $5,856-14.8% | $4,249+17.4% |
| Admin fee / account holder | $4,898 | $6,627-26.1% | $20,388-76.0% | $8,951-45.3% |