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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 | $76,407+190.8% | $150,298+47.8% | $82,448+169.5% |
| Participation rate | 69.0% | 66.4%+2.6pp | 77.8%-8.8pp | 68.1%+0.9pp |
| Annual return | 8.05% | 39.99%-31.9pp | 62.79%-54.7pp | 41.64%-33.6pp |
| Employer contribution / active EE | $1,919 | $2,614-26.6% | $4,154-53.8% | $2,551-24.8% |
| Participant deferral / active EE | $4,988 | $3,214+55.2% | $5,453-8.5% | $4,139+20.5% |
| Admin fee / account holder | $4,898 | $6,352-22.9% | $14,116-65.3% | $7,234-32.3% |