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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 | $143,925 | $57,330+151.0% | $86,656+66.1% | $75,177+91.4% |
| Participation rate | 61.4% | 63.2%-1.8pp | 71.7%-10.3pp | 67.2%-5.8pp |
| Annual return | 11.71% | 2675.40%-2663.7pp | 593.09%-581.4pp | 160.75%-149.0pp |
| Employer contribution / active EE | $786 | $2,316-66.1% | $3,025-74.0% | $2,671-70.6% |
| Participant deferral / active EE | $2,826 | $3,320-14.9% | $4,439-36.3% | $4,126-31.5% |
| Admin fee / account holder | $80,106 | $4,115+1846.8% | $5,619+1325.7% | $5,651+1317.5% |