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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 | $159,733 | $80,812+97.7% | $160,784-0.7% | $82,448+93.7% |
| Participation rate | 58.6% | 66.2%-7.6pp | 77.0%-18.3pp | 68.1%-9.4pp |
| Annual return | 13.16% | 100.59%-87.4pp | 1803.92%-1790.8pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,424 | $2,174+11.5% | $3,733-35.1% | $2,551-5.0% |
| Participant deferral / active EE | $5,355 | $4,335+23.5% | $6,293-14.9% | $4,139+29.4% |
| Admin fee / account holder | $9,550 | $7,695+24.1% | $9,717-1.7% | $7,234+32.0% |