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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 | $170,266 | $80,812+110.7% | $160,784+5.9% | $82,448+106.5% |
| Participation rate | 55.6% | 66.2%-10.7pp | 77.0%-21.4pp | 68.1%-12.5pp |
| Annual return | 11.60% | 100.59%-89.0pp | 1803.92%-1792.3pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,732 | $4,335+9.2% | $6,293-24.8% | $4,139+14.3% |
| Admin fee / account holder | $31,223 | $7,695+305.7% | $9,717+221.3% | $7,234+331.6% |