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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 | $98,321 | $97,729+0.6% | $83,830+17.3% | $135,379-27.4% |
| Participation rate | 37.5% | 80.0%-42.5pp | 76.1%-38.6pp | 82.6%-45.1pp |
| Annual return | -9.84% | 1287.52%-1297.4pp | 850.97%-860.8pp | 519.79%-529.6pp |
| Employer contribution / active EE | $1,142 | $4,222-73.0% | $3,631-68.6% | $4,779-76.1% |
| Participant deferral / active EE | $2,725 | $4,683-41.8% | $4,082-33.3% | $5,609-51.4% |
| Admin fee / account holder | $1,247 | $6,674-81.3% | $5,479-77.2% | $10,828-88.5% |