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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 | $218,223 | $97,732+123.3% | $83,831+160.3% | $135,380+61.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -10.22% | 1287.56%-1297.8pp | 850.99%-861.2pp | 519.81%-530.0pp |
| Employer contribution / active EE | $1,707 | $4,222-59.6% | $3,631-53.0% | $4,779-64.3% |
| Participant deferral / active EE | $9,013 | $4,683+92.5% | $4,082+120.8% | $5,609+60.7% |
| Admin fee / account holder | $1,335 | $6,675-80.0% | $5,479-75.6% | $10,828-87.7% |