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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 | $91,660 | $96,361-4.9% | $80,607+13.7% | $139,456-34.3% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 10.17% | 1350.95%-1340.8pp | 936.11%-925.9pp | 373.45%-363.3pp |
| Employer contribution / active EE | $668 | $3,262-79.5% | $2,724-75.5% | $4,753-85.9% |
| Participant deferral / active EE | $1,149 | $5,232-78.0% | $4,448-74.2% | $6,711-82.9% |
| Admin fee / account holder | $52,583 | $6,601+696.6% | $5,379+877.5% | $11,407+361.0% |