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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 | $82,027 | $68,097+20.5% | $62,929+30.3% | $137,256-40.2% |
| Participation rate | 45.5% | 77.4%-32.0pp | 73.1%-27.7pp | 80.0%-34.5pp |
| Annual return | 10.95% | 1859.11%-1848.2pp | 1063.93%-1053.0pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,348 | $2,811-52.0% | $2,505-46.2% | $4,156-67.6% |
| Participant deferral / active EE | $2,652 | $4,553-41.8% | $3,888-31.8% | $6,407-58.6% |
| Admin fee / account holder | $48,922 | $6,521+650.2% | $5,065+866.0% | $12,270+298.7% |