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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 | $152,499 | $30,732+396.2% | $59,496+156.3% | $59,633+155.7% |
| Participation rate | 3.6% | 43.2%-39.6pp | 54.6%-50.9pp | 68.7%-65.0pp |
| Annual return | -3.57% | 4.47%-8.0pp | 182.05%-185.6pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $266 | $631-57.8% | $1,153-76.9% | $2,203-87.9% |
| Participant deferral / active EE | $739 | $1,183-37.5% | $1,829-59.6% | $3,192-76.8% |
| Admin fee / account holder | $713 | $2,136-66.6% | $2,232-68.1% | $4,297-83.4% |