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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 | $124,533 | $29,736+318.8% | $56,033+122.2% | $80,935+53.9% |
| Participation rate | 45.5% | 41.7%+3.8pp | 52.5%-7.0pp | 67.7%-22.2pp |
| Annual return | 9.62% | 35.28%-25.7pp | 1711.38%-1701.8pp | 35.66%-26.0pp |
| Employer contribution / active EE | $816 | $671+21.5% | $1,041-21.6% | $2,757-70.4% |
| Participant deferral / active EE | $4,483 | $1,228+265.0% | $1,954+129.4% | $4,299+4.3% |
| Admin fee / account holder | $597 | $2,434-75.5% | $2,827-78.9% | $6,924-91.4% |