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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 | $131,663 | $80,812+62.9% | $160,784-18.1% | $82,448+59.7% |
| Participation rate | 22.4% | 66.2%-43.8pp | 77.0%-54.6pp | 68.1%-45.7pp |
| Annual return | 12.61% | 100.59%-88.0pp | 1803.92%-1791.3pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,001 | $2,174-53.9% | $3,733-73.2% | $2,551-60.7% |
| Participant deferral / active EE | $3,145 | $4,335-27.5% | $6,293-50.0% | $4,139-24.0% |
| Admin fee / account holder | $22,618 | $7,695+193.9% | $9,717+132.8% | $7,234+212.7% |