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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 | $76,608+84.8% | $56,077+152.5% | $145,877-2.9% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 5.03% | 3009.59%-3004.6pp | 1709.28%-1704.2pp | 551.28%-546.2pp |
| Employer contribution / active EE | $333 | $1,382-75.9% | $1,040-68.0% | $4,663-92.9% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $33,334 | $3,325+902.5% | $2,825+1080.0% | $13,402+148.7% |