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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 | $124,792 | $58,275+114.1% | $81,844+52.5% | $80,935+54.2% |
| Participation rate | 61.4% | 63.5%-2.1pp | 72.4%-11.0pp | 67.7%-6.3pp |
| Annual return | 10.03% | 41.82%-31.8pp | 778.87%-768.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $526 | $2,346-77.6% | $2,916-82.0% | $2,757-80.9% |
| Participant deferral / active EE | $2,784 | $3,285-15.3% | $4,323-35.6% | $4,299-35.2% |
| Admin fee / account holder | $8,134 | $4,749+71.3% | $7,355+10.6% | $6,924+17.5% |