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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 | $225,868 | $80,812+179.5% | $160,784+40.5% | $82,448+174.0% |
| Participation rate | 51.7% | 66.2%-14.5pp | 77.0%-25.2pp | 68.1%-16.3pp |
| Annual return | 10.08% | 100.59%-90.5pp | 1803.92%-1793.8pp | 41.64%-31.6pp |
| Employer contribution / active EE | $733 | $2,174-66.3% | $3,733-80.4% | $2,551-71.2% |
| Participant deferral / active EE | $4,757 | $4,335+9.7% | $6,293-24.4% | $4,139+14.9% |
| Admin fee / account holder | $10,310 | $7,695+34.0% | $9,717+6.1% | $7,234+42.5% |