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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 | $223,824 | $147,727+51.5% | $115,756+93.4% | $134,532+66.4% |
| Participation rate | 62.5% | 80.4%-17.9pp | 77.1%-14.6pp | 81.2%-18.7pp |
| Annual return | -23.60% | 73.96%-97.6pp | 143.14%-166.7pp | 418.27%-441.9pp |
| Employer contribution / active EE | $716 | $4,713-84.8% | $3,793-81.1% | $4,741-84.9% |
| Participant deferral / active EE | $2,246 | $7,563-70.3% | $6,254-64.1% | $6,401-64.9% |
| Admin fee / account holder | $31,504 | $14,571+116.2% | $8,124+287.8% | $11,429+175.7% |