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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 | $210,751 | $110,551+90.6% | $80,741+161.0% | $167,536+25.8% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | -1.44% | 120.57%-122.0pp | 87.30%-88.7pp | 478.82%-480.3pp |
| Employer contribution / active EE | $494 | $1,543-68.0% | $1,160-57.4% | $4,839-89.8% |
| Participant deferral / active EE | $618 | $2,870-78.5% | $2,145-71.2% | $6,342-90.3% |
| Admin fee / account holder | $469 | $4,547-89.7% | $3,380-86.1% | $12,315-96.2% |