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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 | $226,506 | $59,116+283.2% | $86,438+162.0% | $68,486+230.7% |
| Participation rate | 65.5% | 75.2%-9.8pp | 80.3%-14.9pp | 67.9%-2.4pp |
| Annual return | -21.80% | -0.23%-21.6pp | 4397.19%-4419.0pp | -7.85%-14.0pp |
| Employer contribution / active EE | $2,986 | $2,519+18.5% | $3,769-20.8% | $2,597+15.0% |
| Participant deferral / active EE | $7,511 | $5,902+27.3% | $6,952+8.0% | $4,028+86.5% |
| Admin fee / account holder | $11,286 | $5,639+100.2% | $6,733+67.6% | $5,404+108.9% |