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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 | $152,146 | $27,943+444.5% | $58,507+160.0% | $75,177+102.4% |
| Participation rate | 65.9% | 38.8%+27.0pp | 50.9%+15.0pp | 67.2%-1.4pp |
| Annual return | 12.27% | 44.22%-32.0pp | 4252.32%-4240.1pp | 160.75%-148.5pp |
| Employer contribution / active EE | $365 | $670-45.5% | $1,053-65.4% | $2,671-86.3% |
| Participant deferral / active EE | $1,130 | $1,202-6.0% | $1,922-41.2% | $4,126-72.6% |
| Admin fee / account holder | $8,331 | $1,727+382.4% | $2,486+235.1% | $5,651+47.4% |