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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 | $112,487 | $55,472+102.8% | $155,567-27.7% | $74,546+50.9% |
| Participation rate | 44.9% | 61.9%-17.0pp | 78.2%-33.3pp | 67.2%-22.4pp |
| Annual return | 10.51% | 268.72%-258.2pp | 64.74%-54.2pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $3,712 | $2,269+63.6% | $4,674-20.6% | $2,624+41.4% |
| Participant deferral / active EE | $1,549 | $2,838-45.4% | $5,628-72.5% | $4,347-64.4% |
| Admin fee / account holder | $35,133 | $1,743+1916.1% | $15,916+120.7% | $1,944+1707.6% |