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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 | $68,778 | $154,228-55.4% | $145,433-52.7% | $137,256-49.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 7.64% | 74.59%-66.9pp | 66.58%-58.9pp | 220.34%-212.7pp |
| Employer contribution / active EE | $10,146 | $4,804+111.2% | $4,554+122.8% | $4,156+144.1% |
| Participant deferral / active EE | $10,153 | $8,216+23.6% | $7,897+28.6% | $6,407+58.5% |
| Admin fee / account holder | $214,105 | $14,344+1392.7% | $13,129+1530.8% | $12,270+1644.9% |