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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 | $139,264 | $82,630+68.5% | $64,105+117.2% | $125,389+11.1% |
| Participation rate | 35.7% | 75.9%-40.1pp | 68.2%-32.5pp | 83.2%-47.5pp |
| Annual return | -3.99% | 1489.72%-1493.7pp | 791.24%-795.2pp | 282.24%-286.2pp |
| Employer contribution / active EE | $599 | $2,671-77.6% | $1,820-67.1% | $4,866-87.7% |
| Participant deferral / active EE | $3,554 | $3,608-1.5% | $2,822+26.0% | $5,352-33.6% |
| Admin fee / account holder | $2,219 | $6,382-65.2% | $4,499-50.7% | $9,541-76.7% |