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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 | $68,511 | $154,228-55.6% | $145,433-52.9% | $137,256-50.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 8.17% | 74.59%-66.4pp | 66.58%-58.4pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,970 | $4,804-59.0% | $4,554-56.8% | $4,156-52.6% |
| Participant deferral / active EE | $6,010 | $8,216-26.9% | $7,897-23.9% | $6,407-6.2% |
| Admin fee / account holder | $46,787 | $14,344+226.2% | $13,129+256.4% | $12,270+281.3% |