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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 | $224,799 | $54,679+311.1% | $76,119+195.3% | $74,459+201.9% |
| Participation rate | 61.3% | 60.3%+0.9pp | 69.1%-7.8pp | 67.2%-5.9pp |
| Annual return | 9.98% | 31.90%-21.9pp | 361.25%-351.3pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,693-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $10,768 | $3,072+250.5% | $4,259+152.8% | $4,350+147.6% |
| Admin fee / account holder | $7,729 | $2,238+245.3% | $6,421+20.4% | $1,945+297.4% |