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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 | $148,166 | $80,812+83.3% | $160,784-7.8% | $82,448+79.7% |
| Participation rate | 64.8% | 66.2%-1.4pp | 77.0%-12.1pp | 68.1%-3.3pp |
| Annual return | 13.27% | 100.59%-87.3pp | 1803.92%-1790.7pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,363 | $2,174-37.3% | $3,733-63.5% | $2,551-46.6% |
| Participant deferral / active EE | $5,237 | $4,335+20.8% | $6,293-16.8% | $4,139+26.5% |
| Admin fee / account holder | $5,176 | $7,695-32.7% | $9,717-46.7% | $7,234-28.5% |