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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 | $80,644 | $52,353+54.0% | $120,225-32.9% | $82,448-2.2% |
| Participation rate | 14.3% | 58.3%-44.0pp | 69.6%-55.3pp | 68.1%-53.8pp |
| Annual return | 12.54% | 61.85%-49.3pp | 439.23%-426.7pp | 41.64%-29.1pp |
| Employer contribution / active EE | $522 | $1,510-65.4% | $3,475-85.0% | $2,551-79.5% |
| Participant deferral / active EE | $1,207 | $2,627-54.0% | $3,999-69.8% | $4,139-70.8% |
| Admin fee / account holder | $37,543 | $4,363+760.6% | $5,696+559.1% | $7,234+419.0% |