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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 | $149,030 | $88,754+67.9% | $81,820+82.1% | $145,877+2.2% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 7.98% | 1031.77%-1023.8pp | 777.93%-770.0pp | 551.28%-543.3pp |
| Employer contribution / active EE | $470 | $3,085-84.8% | $2,915-83.9% | $4,663-89.9% |
| Participant deferral / active EE | $3,753 | $4,648-19.2% | $4,323-13.2% | $6,691-43.9% |
| Admin fee / account holder | $4,063 | $8,424-51.8% | $7,391-45.0% | $13,402-69.7% |