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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 | $77,625 | $59,006+31.6% | $97,161-20.1% | $74,400+4.3% |
| Participation rate | 66.9% | 63.7%+3.2pp | 72.7%-5.8pp | 67.2%-0.3pp |
| Annual return | 8.95% | 16.04%-7.1pp | 75.36%-66.4pp | 1367.51%-1358.6pp |
| Employer contribution / active EE | $2,551 | $1,894+34.7% | $2,723-6.3% | $2,624-2.8% |
| Participant deferral / active EE | $5,133 | $3,671+39.8% | $4,265+20.3% | $4,348+18.0% |
| Admin fee / account holder | $26,844 | $1,974+1259.9% | $5,647+375.4% | $1,944+1281.2% |