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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 | $76,634+84.8% | $56,054+152.6% | $145,978-3.0% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 5.03% | 3004.33%-2999.3pp | 1705.95%-1700.9pp | 550.52%-545.5pp |
| Employer contribution / active EE | $333 | $1,380-75.8% | $1,039-67.9% | $4,662-92.8% |
| Participant deferral / active EE | $0 | $2,622-100.0% | $1,952-100.0% | $6,690-100.0% |
| Admin fee / account holder | $33,334 | $3,321+903.6% | $2,822+1081.0% | $13,400+148.8% |