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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 | $190,490 | $80,812+135.7% | $160,784+18.5% | $82,448+131.0% |
| Participation rate | 63.6% | 66.2%-2.6pp | 77.0%-13.3pp | 68.1%-4.4pp |
| Annual return | 12.30% | 100.59%-88.3pp | 1803.92%-1791.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,867 | $2,174-14.1% | $3,733-50.0% | $2,551-26.8% |
| Participant deferral / active EE | $7,242 | $4,335+67.1% | $6,293+15.1% | $4,139+75.0% |
| Admin fee / account holder | $30,928 | $7,695+301.9% | $9,717+218.3% | $7,234+327.5% |