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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 | $122,663 | $76,519+60.3% | $56,025+118.9% | $145,897-15.9% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | -0.42% | 3017.03%-3017.5pp | 1712.69%-1713.1pp | 552.29%-552.7pp |
| Employer contribution / active EE | $2,134 | $1,383+54.3% | $1,042+104.9% | $4,663-54.2% |
| Participant deferral / active EE | $6,441 | $2,624+145.4% | $1,955+229.5% | $6,689-3.7% |
| Admin fee / account holder | $383 | $3,331-88.5% | $2,828-86.5% | $13,390-97.1% |