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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 | $109,418 | $97,732+12.0% | $83,831+30.5% | $135,380-19.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -9.91% | 1287.56%-1297.5pp | 850.99%-860.9pp | 519.81%-529.7pp |
| Employer contribution / active EE | $881 | $4,222-79.1% | $3,631-75.7% | $4,779-81.6% |
| Participant deferral / active EE | $3,472 | $4,683-25.9% | $4,082-14.9% | $5,609-38.1% |
| Admin fee / account holder | $526 | $6,675-92.1% | $5,479-90.4% | $10,828-95.1% |