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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 | $123,344 | $27,943+341.4% | $58,507+110.8% | $75,177+64.1% |
| Participation rate | 45.5% | 38.8%+6.6pp | 50.9%-5.4pp | 67.2%-21.8pp |
| Annual return | 13.33% | 44.22%-30.9pp | 4252.32%-4239.0pp | 160.75%-147.4pp |
| Employer contribution / active EE | $1,378 | $670+105.8% | $1,053+30.9% | $2,671-48.4% |
| Participant deferral / active EE | $4,121 | $1,202+242.9% | $1,922+114.4% | $4,126-0.1% |
| Admin fee / account holder | $3,682 | $1,727+113.2% | $2,486+48.1% | $5,651-34.8% |