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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 | $133,104 | $100,895+31.9% | $90,430+47.2% | $158,950-16.3% |
| Participation rate | 13.3% | 75.0%-61.7pp | 72.7%-59.4pp | 82.0%-68.6pp |
| Annual return | -1.87% | 1725.54%-1727.4pp | 1293.73%-1295.6pp | 302.91%-304.8pp |
| Employer contribution / active EE | $519 | $3,689-85.9% | $3,262-84.1% | $4,762-89.1% |
| Participant deferral / active EE | $1,292 | $4,347-70.3% | $3,963-67.4% | $5,983-78.4% |
| Admin fee / account holder | $27,093 | $6,505+316.5% | $5,613+382.6% | $11,248+140.9% |