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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 | $145,394 | $96,388+50.8% | $80,627+80.3% | $139,466+4.3% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | -3.56% | 1352.08%-1355.6pp | 936.76%-940.3pp | 373.66%-377.2pp |
| Employer contribution / active EE | $2,766 | $3,260-15.2% | $2,723+1.6% | $4,754-41.8% |
| Participant deferral / active EE | $15,161 | $5,224+190.2% | $4,443+241.2% | $6,712+125.9% |
| Admin fee / account holder | $5,160 | $6,603-21.9% | $5,381-4.1% | $11,409-54.8% |