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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 | $67,174 | $154,228-56.4% | $145,433-53.8% | $137,256-51.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 7.77% | 74.59%-66.8pp | 66.58%-58.8pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,314 | $4,804-72.6% | $4,554-71.1% | $4,156-68.4% |
| Participant deferral / active EE | $2,552 | $8,216-68.9% | $7,897-67.7% | $6,407-60.2% |
| Admin fee / account holder | $188,322 | $14,344+1212.9% | $13,129+1334.4% | $12,270+1434.8% |