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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 | $82,746 | $57,312+44.4% | $86,617-4.5% | $75,181+10.1% |
| Participation rate | 50.9% | 63.2%-12.3pp | 71.7%-20.8pp | 67.2%-16.3pp |
| Annual return | 9.42% | 2672.78%-2663.4pp | 591.91%-582.5pp | 160.69%-151.3pp |
| Employer contribution / active EE | $1,643 | $2,315-29.1% | $3,023-45.7% | $2,671-38.5% |
| Participant deferral / active EE | $3,018 | $3,319-9.1% | $4,437-32.0% | $4,126-26.9% |
| Admin fee / account holder | $50,021 | $4,114+1115.8% | $5,613+791.2% | $5,650+785.4% |