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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 | $130,566 | $65,555+99.2% | $86,216+51.4% | $75,173+73.7% |
| Participation rate | 50.7% | 60.5%-9.8pp | 69.0%-18.2pp | 67.2%-16.5pp |
| Annual return | 12.65% | 46.07%-33.4pp | 1169.42%-1156.8pp | 160.72%-148.1pp |
| Employer contribution / active EE | $1,238 | $1,553-20.3% | $2,382-48.0% | $2,671-53.6% |
| Participant deferral / active EE | $3,085 | $3,023+2.0% | $3,986-22.6% | $4,126-25.2% |
| Admin fee / account holder | $8,099 | $5,469+48.1% | $6,853+18.2% | $5,651+43.3% |