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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 | $126,986 | $92,766+36.9% | $82,763+53.4% | $134,545-5.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -21.81% | 946.97%-968.8pp | 702.45%-724.3pp | 418.37%-440.2pp |
| Employer contribution / active EE | $952 | $3,273-70.9% | $3,008-68.3% | $4,742-79.9% |
| Participant deferral / active EE | $1,275 | $4,802-73.4% | $4,395-71.0% | $6,401-80.1% |
| Admin fee / account holder | $13,636 | $5,978+128.1% | $5,325+156.1% | $11,431+19.3% |