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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 | $165,296 | $23,330+608.5% | $64,489+156.3% | $82,448+100.5% |
| Participation rate | 59.7% | 68.3%-8.6pp | 67.7%-8.0pp | 68.1%-8.3pp |
| Annual return | 13.48% | 83.66%-70.2pp | 55.03%-41.5pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,970 | $1,707+191.1% | $2,778+78.9% | $4,139+20.1% |
| Admin fee / account holder | $17,804 | $2,946+504.4% | $4,260+318.0% | $7,234+146.1% |