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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 | $58,258+84.6% | $81,820+31.4% | $80,925+32.9% |
| Participation rate | 53.8% | 63.5%-9.6pp | 72.4%-18.5pp | 67.7%-13.8pp |
| Annual return | 10.76% | 41.76%-31.0pp | 777.93%-767.2pp | 35.65%-24.9pp |
| Employer contribution / active EE | $542 | $2,345-76.9% | $2,915-81.4% | $2,756-80.3% |
| Participant deferral / active EE | $3,072 | $3,284-6.5% | $4,323-28.9% | $4,299-28.5% |
| Admin fee / account holder | $1,090 | $4,976-78.1% | $7,391-85.3% | $6,940-84.3% |