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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 | $104,036 | $100,033+4.0% | $149,716-30.5% | $70,124+48.4% |
| Participation rate | 5.3% | 83.6%-78.3pp | 87.1%-81.8pp | 69.5%-64.3pp |
| Annual return | -67.77% | 27.43%-95.2pp | 1501.67%-1569.4pp | 73.14%-140.9pp |
| Employer contribution / active EE | $1,924 | $3,661-47.5% | $5,444-64.7% | $2,342-17.9% |
| Participant deferral / active EE | $2,422 | $4,982-51.4% | $6,568-63.1% | $3,332-27.3% |
| Admin fee / account holder | $19,697 | $8,285+137.7% | $11,282+74.6% | $4,645+324.0% |