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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 | $171,607 | $74,661+129.8% | $160,784+6.7% | $67,986+152.4% |
| Participation rate | 57.5% | 57.1%+0.4pp | 77.0%-19.4pp | 57.2%+0.3pp |
| Annual return | 13.62% | 28.83%-15.2pp | 1803.92%-1790.3pp | 31.67%-18.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,168 | $3,681+67.6% | $6,293-2.0% | $3,358+83.7% |
| Admin fee / account holder | $10,848 | $3,959+174.0% | $9,717+11.6% | $3,203+238.7% |