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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 | $124,401 | $65,555+89.8% | $86,216+44.3% | $75,173+65.5% |
| Participation rate | 61.0% | 60.5%+0.5pp | 69.0%-8.0pp | 67.2%-6.2pp |
| Annual return | 10.18% | 46.07%-35.9pp | 1169.42%-1159.2pp | 160.72%-150.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,629 | $3,023-13.0% | $3,986-34.0% | $4,126-36.3% |
| Admin fee / account holder | $654 | $5,469-88.0% | $6,853-90.5% | $5,651-88.4% |