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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 | $86,447 | $69,708+24.0% | $67,560+28.0% | $74,478+16.1% |
| Participation rate | 63.4% | 71.4%-8.0pp | 72.9%-9.5pp | 67.2%-3.8pp |
| Annual return | 10.56% | -40.67%+51.2pp | 3533.50%-3522.9pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $1,188 | $2,715-56.2% | $2,737-56.6% | $2,626-54.7% |
| Participant deferral / active EE | $3,297 | $3,637-9.3% | $4,004-17.7% | $4,350-24.2% |
| Admin fee / account holder | $6,870 | $887+674.4% | $3,994+72.0% | $1,946+253.1% |