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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 | $123,136 | $102,663+19.9% | $86,216+42.8% | $139,466-11.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | -2.36% | 1924.52%-1926.9pp | 1169.42%-1171.8pp | 373.66%-376.0pp |
| Employer contribution / active EE | $4,900 | $3,035+61.5% | $2,382+105.8% | $4,754+3.1% |
| Participant deferral / active EE | $9,000 | $4,677+92.4% | $3,986+125.8% | $6,712+34.1% |
| Admin fee / account holder | $654 | $8,663-92.4% | $6,853-90.5% | $11,409-94.3% |