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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 | $174,611 | $108,701+60.6% | $74,723+133.7% | $152,909+14.2% |
| Participation rate | 66.7% | 65.4%+1.3pp | 54.5%+12.2pp | 82.5%-15.8pp |
| Annual return | -5.32% | 114.12%-119.4pp | 753.18%-758.5pp | 345.46%-350.8pp |
| Employer contribution / active EE | $631 | $1,504-58.0% | $1,084-41.8% | $4,764-86.7% |
| Participant deferral / active EE | $780 | $2,709-71.2% | $1,962-60.3% | $5,851-86.7% |
| Admin fee / account holder | $441 | $4,906-91.0% | $3,335-86.8% | $11,601-96.2% |