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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 | $12,183 | $76,608-84.1% | $56,077-78.3% | $145,877-91.6% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 4.98% | 3009.59%-3004.6pp | 1709.28%-1704.3pp | 551.28%-546.3pp |
| Employer contribution / active EE | $1,625 | $1,382+17.6% | $1,040+56.2% | $4,663-65.2% |
| Participant deferral / active EE | $18,570 | $2,624+607.7% | $1,954+850.4% | $6,691+177.6% |
| Admin fee / account holder | $17,644 | $3,325+430.6% | $2,825+524.6% | $13,402+31.7% |