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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 | $80,540 | $45,123+78.5% | $85,240-5.5% | $74,478+8.1% |
| Participation rate | 64.3% | 49.4%+14.9pp | 67.5%-3.2pp | 67.2%-2.9pp |
| Annual return | 10.87% | 26.32%-15.5pp | 66.75%-55.9pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $2,287 | $1,459+56.8% | $2,735-16.4% | $2,626-12.9% |
| Participant deferral / active EE | $3,981 | $2,736+45.5% | $4,527-12.1% | $4,350-8.5% |
| Admin fee / account holder | $18,205 | $2,215+722.0% | $6,165+195.3% | $1,946+835.6% |