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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 | $163,850 | $96,678+69.5% | $86,640+89.1% | $139,466+17.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 4.03% | 106.69%-102.7pp | 592.52%-588.5pp | 373.66%-369.6pp |
| Employer contribution / active EE | $750 | $3,265-77.0% | $3,024-75.2% | $4,754-84.2% |
| Participant deferral / active EE | $15,000 | $4,837+210.1% | $4,438+238.0% | $6,712+123.5% |
| Admin fee / account holder | $2,291 | $6,410-64.3% | $5,616-59.2% | $11,409-79.9% |