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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 | $91,485 | $84,697+8.0% | $73,845+23.9% | $125,393-27.0% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -6.92% | 3123.66%-3130.6pp | 2267.91%-2274.8pp | 282.23%-289.2pp |
| Employer contribution / active EE | $3,300 | $3,123+5.6% | $2,788+18.4% | $4,866-32.2% |
| Participant deferral / active EE | $3,568 | $3,993-10.6% | $3,583-0.4% | $5,351-33.3% |
| Admin fee / account holder | $9,791 | $5,692+72.0% | $4,881+100.6% | $9,541+2.6% |