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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 | $107,523 | $58,234+84.6% | $81,783+31.5% | $80,874+33.0% |
| Participation rate | 53.8% | 63.4%-9.6pp | 72.4%-18.5pp | 67.6%-13.8pp |
| Annual return | 10.76% | 41.70%-30.9pp | 775.05%-764.3pp | 35.62%-24.9pp |
| Employer contribution / active EE | $542 | $2,341-76.8% | $2,913-81.4% | $2,756-80.3% |
| Participant deferral / active EE | $3,072 | $3,283-6.4% | $4,320-28.9% | $4,297-28.5% |
| Admin fee / account holder | $1,090 | $4,982-78.1% | $7,380-85.2% | $6,935-84.3% |