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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 | $110,481 | $57,330+92.7% | $86,656+27.5% | $75,177+47.0% |
| Participation rate | 61.0% | 63.2%-2.2pp | 71.7%-10.7pp | 67.2%-6.2pp |
| Annual return | 12.86% | 2675.40%-2662.5pp | 593.09%-580.2pp | 160.75%-147.9pp |
| Employer contribution / active EE | $506 | $2,316-78.2% | $3,025-83.3% | $2,671-81.1% |
| Participant deferral / active EE | $2,650 | $3,320-20.2% | $4,439-40.3% | $4,126-35.8% |
| Admin fee / account holder | $13,973 | $4,115+239.6% | $5,619+148.7% | $5,651+147.3% |