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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 | $117,858 | $96,678+21.9% | $86,640+36.0% | $139,466-15.5% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 8.36% | 106.69%-98.3pp | 592.52%-584.2pp | 373.66%-365.3pp |
| Employer contribution / active EE | $1,470 | $3,265-55.0% | $3,024-51.4% | $4,754-69.1% |
| Participant deferral / active EE | $5,698 | $4,837+17.8% | $4,438+28.4% | $6,712-15.1% |
| Admin fee / account holder | $838 | $6,410-86.9% | $5,616-85.1% | $11,409-92.7% |