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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 | $162,653 | $91,536+77.7% | $130,062+25.1% | $75,177+116.4% |
| Participation rate | 54.9% | 71.5%-16.6pp | 78.5%-23.6pp | 67.2%-12.3pp |
| Annual return | 4.49% | -631.62%+636.1pp | -137.37%+141.9pp | 160.75%-156.3pp |
| Employer contribution / active EE | $845 | $2,845-70.3% | $4,322-80.5% | $2,671-68.4% |
| Participant deferral / active EE | $2,266 | $4,343-47.8% | $5,821-61.1% | $4,126-45.1% |
| Admin fee / account holder | $52,512 | $6,780+674.6% | $10,601+395.4% | $5,651+829.2% |