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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 | $97,544 | $52,353+86.3% | $120,225-18.9% | $82,448+18.3% |
| Participation rate | 60.5% | 58.3%+2.2pp | 69.6%-9.1pp | 68.1%-7.6pp |
| Annual return | 12.97% | 61.85%-48.9pp | 439.23%-426.3pp | 41.64%-28.7pp |
| Employer contribution / active EE | $417 | $1,510-72.4% | $3,475-88.0% | $2,551-83.7% |
| Participant deferral / active EE | $5,323 | $2,627+102.6% | $3,999+33.1% | $4,139+28.6% |
| Admin fee / account holder | $2,033 | $4,363-53.4% | $5,696-64.3% | $7,234-71.9% |