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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 | $98,956 | $109,872-9.9% | $98,483+0.5% | $167,536-40.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | -1.32% | 1959.31%-1960.6pp | 1494.38%-1495.7pp | 478.82%-480.1pp |
| Employer contribution / active EE | $667 | $3,225-79.3% | $2,961-77.5% | $4,839-86.2% |
| Participant deferral / active EE | $13,000 | $4,673+178.2% | $4,276+204.0% | $6,342+105.0% |
| Admin fee / account holder | $967 | $6,757-85.7% | $5,953-83.8% | $12,315-92.1% |