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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 | $83,667 | $29,736+181.4% | $56,033+49.3% | $80,935+3.4% |
| Participation rate | 60.5% | 41.7%+18.8pp | 52.5%+8.0pp | 67.7%-7.2pp |
| Annual return | 10.46% | 35.28%-24.8pp | 1711.38%-1700.9pp | 35.66%-25.2pp |
| Employer contribution / active EE | $3,350 | $671+399.0% | $1,041+221.9% | $2,757+21.5% |
| Participant deferral / active EE | $3,606 | $1,228+193.5% | $1,954+84.5% | $4,299-16.1% |
| Admin fee / account holder | $4,365 | $2,434+79.4% | $2,827+54.4% | $6,924-37.0% |