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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 | $92,023 | $56,134+63.9% | $96,161-4.3% | $85,856+7.2% |
| Participation rate | 50.0% | 56.7%-6.7pp | 68.4%-18.4pp | 69.3%-19.3pp |
| Annual return | 10.77% | 42.30%-31.5pp | 192.01%-181.2pp | 318.58%-307.8pp |
| Employer contribution / active EE | $500 | $1,620-69.2% | $2,798-82.1% | $2,565-80.5% |
| Participant deferral / active EE | $3,394 | $2,858+18.8% | $4,349-22.0% | $3,952-14.1% |
| Admin fee / account holder | $9,386 | $3,769+149.0% | $5,538+69.5% | $6,261+49.9% |