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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 | $101,300 | $58,275+73.8% | $81,844+23.8% | $80,935+25.2% |
| Participation rate | 44.9% | 63.5%-18.6pp | 72.4%-27.5pp | 67.7%-22.8pp |
| Annual return | 8.49% | 41.82%-33.3pp | 778.87%-770.4pp | 35.66%-27.2pp |
| Employer contribution / active EE | $903 | $2,346-61.5% | $2,916-69.0% | $2,757-67.2% |
| Participant deferral / active EE | $1,860 | $3,285-43.4% | $4,323-57.0% | $4,299-56.7% |
| Admin fee / account holder | $5,810 | $4,749+22.4% | $7,355-21.0% | $6,924-16.1% |