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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 | $137,135 | $65,555+109.2% | $86,216+59.1% | $75,173+82.4% |
| Participation rate | 25.8% | 60.5%-34.7pp | 69.0%-43.2pp | 67.2%-41.4pp |
| Annual return | 9.80% | 46.07%-36.3pp | 1169.42%-1159.6pp | 160.72%-150.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,452 | $3,023+14.2% | $3,986-13.4% | $4,126-16.3% |
| Admin fee / account holder | $1,871 | $5,469-65.8% | $6,853-72.7% | $5,651-66.9% |