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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 | $100,726 | $49,897+101.9% | $80,648+24.9% | $75,177+34.0% |
| Participation rate | 60.9% | 55.3%+5.5pp | 67.0%-6.1pp | 67.2%-6.3pp |
| Annual return | 13.85% | 34.68%-20.8pp | 937.21%-923.4pp | 160.75%-146.9pp |
| Employer contribution / active EE | $612 | $1,699-64.0% | $2,724-77.5% | $2,671-77.1% |
| Participant deferral / active EE | $2,967 | $2,992-0.8% | $4,443-33.2% | $4,126-28.1% |
| Admin fee / account holder | $23,134 | $3,579+546.5% | $5,382+329.9% | $5,651+309.4% |