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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 | $107,554 | $49,199+118.6% | $121,210-11.3% | $75,177+43.1% |
| Participation rate | 40.3% | 55.4%-15.1pp | 69.5%-29.2pp | 67.2%-26.9pp |
| Annual return | -7.78% | 56.04%-63.8pp | 987.41%-995.2pp | 160.75%-168.5pp |
| Employer contribution / active EE | $1,060 | $1,547-31.5% | $4,171-74.6% | $2,671-60.3% |
| Participant deferral / active EE | $2,376 | $2,630-9.6% | $4,084-41.8% | $4,126-42.4% |
| Admin fee / account holder | $4,710 | $3,946+19.4% | $5,647-16.6% | $5,651-16.7% |