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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 | $233,900 | $103,000+127.1% | $90,300+159.0% | $152,885+53.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | -1.10% | 95.19%-96.3pp | 78.11%-79.2pp | 345.39%-346.5pp |
| Employer contribution / active EE | $2,035 | $3,138-35.2% | $2,854-28.7% | $4,763-57.3% |
| Participant deferral / active EE | $11,225 | $4,281+162.2% | $3,884+189.0% | $5,851+91.9% |
| Admin fee / account holder | $65,715 | $6,173+964.5% | $5,353+1127.6% | $11,598+466.6% |