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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 | $121,987 | $49,199+147.9% | $121,204+0.6% | $75,173+62.3% |
| Participation rate | 60.0% | 55.4%+4.6pp | 69.5%-9.5pp | 67.2%-7.2pp |
| Annual return | 10.52% | 56.04%-45.5pp | 987.18%-976.7pp | 160.72%-150.2pp |
| Employer contribution / active EE | $2,352 | $1,547+52.0% | $4,170-43.6% | $2,671-12.0% |
| Participant deferral / active EE | $4,115 | $2,630+56.5% | $4,083+0.8% | $4,126-0.3% |
| Admin fee / account holder | $2,984 | $3,946-24.4% | $5,651-47.2% | $5,651-47.2% |