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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 | $159,084 | $80,812+96.9% | $160,784-1.1% | $82,448+93.0% |
| Participation rate | 65.4% | 66.2%-0.9pp | 77.0%-11.6pp | 68.1%-2.7pp |
| Annual return | 10.54% | 100.59%-90.0pp | 1803.92%-1793.4pp | 41.64%-31.1pp |
| Employer contribution / active EE | $4,449 | $2,174+104.7% | $3,733+19.2% | $2,551+74.4% |
| Participant deferral / active EE | $3,171 | $4,335-26.9% | $6,293-49.6% | $4,139-23.4% |
| Admin fee / account holder | $32,845 | $7,695+326.8% | $9,717+238.0% | $7,234+354.0% |