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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 | $81,249 | $52,353+55.2% | $120,225-32.4% | $82,448-1.5% |
| Participation rate | 38.7% | 58.3%-19.6pp | 69.6%-30.9pp | 68.1%-29.4pp |
| Annual return | 11.63% | 61.85%-50.2pp | 439.23%-427.6pp | 41.64%-30.0pp |
| Employer contribution / active EE | $544 | $1,510-63.9% | $3,475-84.3% | $2,551-78.7% |
| Participant deferral / active EE | $1,411 | $2,627-46.3% | $3,999-64.7% | $4,139-65.9% |
| Admin fee / account holder | $19,908 | $4,363+356.3% | $5,696+249.5% | $7,234+175.2% |