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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 | $160,532 | $45,566+252.3% | $64,105+150.4% | $59,633+169.2% |
| Participation rate | 66.7% | 60.2%+6.5pp | 68.2%-1.5pp | 68.7%-2.0pp |
| Annual return | -2.93% | 4.95%-7.9pp | 791.24%-794.2pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $2,294 | $934+145.6% | $1,820+26.1% | $2,203+4.2% |
| Participant deferral / active EE | $4,318 | $2,057+110.0% | $2,822+53.0% | $3,192+35.3% |
| Admin fee / account holder | $13,361 | $3,268+308.9% | $4,499+197.0% | $4,297+210.9% |