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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 | $76,519-84.1% | $56,025-78.3% | $145,897-91.6% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 4.98% | 3017.03%-3012.0pp | 1712.69%-1707.7pp | 552.29%-547.3pp |
| Employer contribution / active EE | $1,625 | $1,383+17.5% | $1,042+56.0% | $4,663-65.1% |
| Participant deferral / active EE | $18,570 | $2,624+607.6% | $1,955+850.1% | $6,689+177.6% |
| Admin fee / account holder | $17,644 | $3,331+429.7% | $2,828+523.8% | $13,390+31.8% |