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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 | $78,690+182.4% | $161,489+37.6% | $87,485+154.0% |
| Participation rate | 69.0% | 67.5%+1.5pp | 78.7%-9.7pp | 68.9%0pp |
| Annual return | 8.05% | 32.74%-24.7pp | 89.72%-81.7pp | 26.06%-18.0pp |
| Employer contribution / active EE | $1,919 | $2,588-25.8% | $4,268-55.0% | $2,596-26.1% |
| Participant deferral / active EE | $4,988 | $3,311+50.7% | $5,630-11.4% | $4,274+16.7% |
| Admin fee / account holder | $4,898 | $6,724-27.1% | $16,006-69.4% | $7,775-37.0% |