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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 | $233,871 | $80,812+189.4% | $160,784+45.5% | $82,448+183.7% |
| Participation rate | 68.8% | 66.2%+2.5pp | 77.0%-8.2pp | 68.1%+0.7pp |
| Annual return | 13.32% | 100.59%-87.3pp | 1803.92%-1790.6pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,321 | $2,174-39.2% | $3,733-64.6% | $2,551-48.2% |
| Participant deferral / active EE | $12,002 | $4,335+176.8% | $6,293+90.7% | $4,139+190.0% |
| Admin fee / account holder | $22,741 | $7,695+195.5% | $9,717+134.0% | $7,234+214.4% |