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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 | $29,736+607.6% | $56,033+275.5% | $80,935+160.0% |
| Participation rate | 25.6% | 41.7%-16.1pp | 52.5%-26.9pp | 67.7%-42.1pp |
| Annual return | -29.69% | 35.28%-65.0pp | 1711.38%-1741.1pp | 35.66%-65.4pp |
| Employer contribution / active EE | $357 | $671-46.8% | $1,041-65.7% | $2,757-87.0% |
| Participant deferral / active EE | $1,506 | $1,228+22.6% | $1,954-22.9% | $4,299-65.0% |
| Admin fee / account holder | $3,041 | $2,434+25.0% | $2,827+7.6% | $6,924-56.1% |