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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 | $167,108 | $76,608+118.1% | $56,077+198.0% | $145,877+14.6% |
| Participation rate | 16.7% | 63.2%-46.6pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 5.25% | 3009.59%-3004.3pp | 1709.28%-1704.0pp | 551.28%-546.0pp |
| Employer contribution / active EE | $572 | $1,382-58.6% | $1,040-45.0% | $4,663-87.7% |
| Participant deferral / active EE | $3,900 | $2,624+48.6% | $1,954+99.6% | $6,691-41.7% |
| Admin fee / account holder | $898 | $3,325-73.0% | $2,825-68.2% | $13,402-93.3% |