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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 | $55,470+102.8% | $155,556-27.7% | $74,478+51.0% |
| Participation rate | 44.9% | 61.9%-17.0pp | 78.2%-33.4pp | 67.2%-22.4pp |
| Annual return | 10.51% | 269.80%-259.3pp | 64.84%-54.3pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $3,712 | $2,267+63.7% | $4,675-20.6% | $2,626+41.3% |
| Participant deferral / active EE | $1,549 | $2,838-45.4% | $5,631-72.5% | $4,350-64.4% |
| Admin fee / account holder | $35,133 | $1,744+1914.2% | $15,885+121.2% | $1,946+1705.5% |