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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 | $156,398-56.2% | $147,318-53.5% | $138,895-50.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 8.17% | 78.75%-70.6pp | 70.43%-62.3pp | 145.39%-137.2pp |
| Employer contribution / active EE | $1,970 | $4,853-59.4% | $4,593-57.1% | $4,194-53.0% |
| Participant deferral / active EE | $6,010 | $8,237-27.0% | $7,906-24.0% | $6,396-6.0% |
| Admin fee / account holder | $46,787 | $14,976+212.4% | $13,708+241.3% | $12,562+272.4% |