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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 | $117,822 | $29,733+296.3% | $56,025+110.3% | $80,959+45.5% |
| Participation rate | 51.0% | 41.7%+9.3pp | 52.5%-1.5pp | 67.7%-16.7pp |
| Annual return | 8.85% | 35.28%-26.4pp | 1712.69%-1703.8pp | 35.67%-26.8pp |
| Employer contribution / active EE | $196 | $672-70.9% | $1,042-81.2% | $2,757-92.9% |
| Participant deferral / active EE | $922 | $1,229-25.0% | $1,955-52.8% | $4,300-78.6% |
| Admin fee / account holder | $63,869 | $2,434+2524.5% | $2,828+2158.2% | $6,925+822.3% |