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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 | $127,535 | $60,128+112.1% | $90,440+41.0% | $79,852+59.7% |
| Participation rate | 12.9% | 65.0%-52.1pp | 72.7%-59.8pp | 69.6%-56.7pp |
| Annual return | -0.43% | 71.95%-72.4pp | 1294.38%-1294.8pp | 31.72%-32.1pp |
| Employer contribution / active EE | $277 | $2,068-86.6% | $3,263-91.5% | $2,471-88.8% |
| Participant deferral / active EE | $1,300 | $2,939-55.8% | $3,964-67.2% | $3,740-65.2% |
| Admin fee / account holder | $6,448 | $3,977+62.1% | $5,615+14.8% | $5,306+21.5% |