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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 | $49,166 | $28,624+71.8% | $53,647-8.4% | $82,637-40.5% |
| Participation rate | 56.1% | 47.3%+8.8pp | 56.3%-0.2pp | 68.1%-12.0pp |
| Annual return | 13.93% | 664.98%-651.1pp | 358.33%-344.4pp | 53.51%-39.6pp |
| Employer contribution / active EE | $1,000 | $637+57.0% | $962+3.9% | $2,552-60.8% |
| Participant deferral / active EE | $1,696 | $1,196+41.8% | $1,813-6.5% | $4,126-58.9% |
| Admin fee / account holder | $3,508 | $2,022+73.5% | $2,460+42.6% | $7,339-52.2% |