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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 | $123,935 | $65,575+89.0% | $86,209+43.8% | $75,181+64.8% |
| Participation rate | 34.4% | 60.5%-26.1pp | 69.0%-34.6pp | 67.2%-32.8pp |
| Annual return | 12.28% | 46.07%-33.8pp | 1169.05%-1156.8pp | 160.69%-148.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,517 | $3,023-49.8% | $3,986-61.9% | $4,126-63.2% |
| Admin fee / account holder | $17,605 | $5,470+221.9% | $6,853+156.9% | $5,650+211.6% |