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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 | $177,507 | $100,792+76.1% | $86,691+104.8% | $134,509+32.0% |
| Participation rate | 11.1% | 78.9%-67.8pp | 76.6%-65.5pp | 81.2%-70.1pp |
| Annual return | -21.24% | 29.08%-50.3pp | 35.94%-57.2pp | 418.13%-439.4pp |
| Employer contribution / active EE | $896 | $3,491-74.3% | $2,837-68.4% | $4,741-81.1% |
| Participant deferral / active EE | $3,502 | $5,339-34.4% | $4,656-24.8% | $6,400-45.3% |
| Admin fee / account holder | $174,934 | $10,924+1501.4% | $7,492+2235.0% | $11,427+1430.9% |