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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 | $56,890 | $30,423+87.0% | $56,025+1.5% | $74,478-23.6% |
| Participation rate | 41.9% | 32.9%+9.0pp | 52.5%-10.6pp | 67.2%-25.3pp |
| Annual return | 9.80% | 24.97%-15.2pp | 1712.69%-1702.9pp | 1370.56%-1360.8pp |
| Employer contribution / active EE | $1,309 | $610+114.4% | $1,042+25.6% | $2,626-50.2% |
| Participant deferral / active EE | $2,300 | $1,176+95.5% | $1,955+17.7% | $4,350-47.1% |
| Admin fee / account holder | $12,853 | $2,363+443.9% | $2,828+354.4% | $1,946+560.5% |