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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 | $67,014 | $201,370-66.7% | $184,256-63.6% | $145,897-54.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 8.36% | 29.05%-20.7pp | 28.85%-20.5pp | 552.29%-543.9pp |
| Employer contribution / active EE | $1,517 | $7,024-78.4% | $6,427-76.4% | $4,663-67.5% |
| Participant deferral / active EE | $3,559 | $9,808-63.7% | $9,133-61.0% | $6,689-46.8% |
| Admin fee / account holder | $209,744 | $16,364+1181.7% | $13,899+1409.0% | $13,390+1466.4% |