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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 | $242,219 | $109,372+121.5% | $89,414+170.9% | $158,966+52.4% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | -0.69% | 345.55%-346.2pp | 245.50%-246.2pp | 302.95%-303.6pp |
| Employer contribution / active EE | $5,881 | $3,171+85.4% | $2,586+127.4% | $4,762+23.5% |
| Participant deferral / active EE | $4,025 | $4,598-12.5% | $3,890+3.5% | $5,983-32.7% |
| Admin fee / account holder | $1,243 | $6,156-79.8% | $4,883-74.6% | $11,250-89.0% |