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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 | $76,608+60.1% | $56,077+118.7% | $145,877-15.9% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | -0.42% | 3009.59%-3010.0pp | 1709.28%-1709.7pp | 551.28%-551.7pp |
| Employer contribution / active EE | $2,134 | $1,382+54.5% | $1,040+105.1% | $4,663-54.2% |
| Participant deferral / active EE | $6,441 | $2,624+145.4% | $1,954+229.6% | $6,691-3.7% |
| Admin fee / account holder | $383 | $3,325-88.5% | $2,825-86.4% | $13,402-97.1% |