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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 | $210,425 | $29,670+609.2% | $56,054+275.4% | $80,911+160.1% |
| Participation rate | 25.6% | 41.7%-16.1pp | 52.5%-26.9pp | 67.6%-42.1pp |
| Annual return | -29.69% | 35.24%-64.9pp | 1705.95%-1735.6pp | 35.63%-65.3pp |
| Employer contribution / active EE | $357 | $670-46.6% | $1,039-65.6% | $2,756-87.0% |
| Participant deferral / active EE | $1,506 | $1,227+22.8% | $1,952-22.9% | $4,297-65.0% |
| Admin fee / account holder | $3,041 | $2,431+25.1% | $2,822+7.7% | $6,935-56.1% |