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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 | $178,613 | $72,403+146.7% | $67,524+164.5% | $145,978+22.4% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 7.83% | 7197.23%-7189.4pp | 3519.41%-3511.6pp | 550.52%-542.7pp |
| Employer contribution / active EE | $2,122 | $3,072-30.9% | $2,734-22.4% | $4,662-54.5% |
| Participant deferral / active EE | $9,409 | $4,782+96.7% | $4,001+135.1% | $6,690+40.6% |
| Admin fee / account holder | $1,911 | $5,541-65.5% | $4,001-52.2% | $13,400-85.7% |