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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% | $97,260-20.2% | $74,459+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 | 75.54%-66.6pp | 1369.70%-1360.7pp |
| Employer contribution / active EE | $2,551 | $1,894+34.7% | $2,721-6.3% | $2,626-2.9% |
| Participant deferral / active EE | $5,133 | $3,671+39.8% | $4,262+20.4% | $4,350+18.0% |
| Admin fee / account holder | $26,844 | $1,974+1259.9% | $5,640+376.0% | $1,945+1280.3% |