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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 | $141,603 | $76,519+85.1% | $56,025+152.7% | $145,897-2.9% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 5.03% | 3017.03%-3012.0pp | 1712.69%-1707.7pp | 552.29%-547.3pp |
| Employer contribution / active EE | $333 | $1,383-75.9% | $1,042-68.0% | $4,663-92.9% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $33,334 | $3,331+900.8% | $2,828+1078.6% | $13,390+148.9% |