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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 | $125,653 | $65,575+91.6% | $86,209+45.8% | $75,181+67.1% |
| Participation rate | 57.9% | 60.5%-2.6pp | 69.0%-11.1pp | 67.2%-9.3pp |
| Annual return | -1.98% | 46.07%-48.1pp | 1169.05%-1171.0pp | 160.69%-162.7pp |
| Employer contribution / active EE | $460 | $1,553-70.4% | $2,381-80.7% | $2,671-82.8% |
| Participant deferral / active EE | $3,690 | $3,023+22.1% | $3,986-7.4% | $4,126-10.6% |
| Admin fee / account holder | $3,640 | $5,470-33.5% | $6,853-46.9% | $5,650-35.6% |