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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 | $118,902 | $92,766+28.2% | $82,763+43.7% | $134,545-11.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -22.92% | 946.97%-969.9pp | 702.45%-725.4pp | 418.37%-441.3pp |
| Employer contribution / active EE | $1,816 | $3,273-44.5% | $3,008-39.6% | $4,742-61.7% |
| Participant deferral / active EE | $4,919 | $4,802+2.4% | $4,395+11.9% | $6,401-23.2% |
| Admin fee / account holder | $4,492 | $5,978-24.8% | $5,325-15.6% | $11,431-60.7% |