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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 | $71,636 | $49,199+45.6% | $121,210-40.9% | $75,177-4.7% |
| Participation rate | 66.1% | 55.4%+10.7pp | 69.5%-3.4pp | 67.2%-1.1pp |
| Annual return | 11.60% | 56.04%-44.4pp | 987.41%-975.8pp | 160.75%-149.1pp |
| Employer contribution / active EE | $1,655 | $1,547+7.0% | $4,171-60.3% | $2,671-38.0% |
| Participant deferral / active EE | $4,030 | $2,630+53.2% | $4,084-1.3% | $4,126-2.3% |
| Admin fee / account holder | $42,663 | $3,946+981.2% | $5,647+655.5% | $5,651+654.9% |