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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 | $207,779 | $70,366+195.3% | $66,674+211.6% | $138,895+49.6% |
| Participation rate | 27.3% | 76.2%-48.9pp | 73.7%-46.4pp | 79.9%-52.6pp |
| Annual return | -34.45% | 386.41%-420.9pp | 321.24%-355.7pp | 145.39%-179.8pp |
| Employer contribution / active EE | $574 | $2,765-79.2% | $2,620-78.1% | $4,194-86.3% |
| Participant deferral / active EE | $675 | $4,374-84.6% | $4,084-83.5% | $6,396-89.4% |
| Admin fee / account holder | $5,782 | $5,262+9.9% | $5,098+13.4% | $12,562-54.0% |