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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 | $95,242 | $48,570+96.1% | $130,660-27.1% | $72,983+30.5% |
| Participation rate | 65.5% | 58.6%+6.9pp | 71.7%-6.2pp | 69.5%-4.0pp |
| Annual return | 13.98% | 38.63%-24.6pp | 1709.29%-1695.3pp | 81.01%-67.0pp |
| Employer contribution / active EE | $528 | $1,334-60.4% | $4,092-87.1% | $2,440-78.3% |
| Participant deferral / active EE | $1,953 | $2,384-18.1% | $3,603-45.8% | $3,608-45.9% |
| Admin fee / account holder | $3,980 | $3,549+12.2% | $5,463-27.1% | $5,124-22.3% |