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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 | $163,010 | $115,810+40.8% | $101,271+61.0% | $158,966+2.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | -11.49% | 56.15%-67.6pp | 46.48%-58.0pp | 302.95%-314.4pp |
| Employer contribution / active EE | $17,046 | $4,175+308.2% | $3,660+365.7% | $4,762+257.9% |
| Participant deferral / active EE | $6,500 | $4,958+31.1% | $4,371+48.7% | $5,983+8.6% |
| Admin fee / account holder | $702 | $7,248-90.3% | $5,948-88.2% | $11,250-93.8% |