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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 | $105,283 | $88,778+18.6% | $81,844+28.6% | $145,884-27.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | -6.46% | 1033.03%-1039.5pp | 778.87%-785.3pp | 551.85%-558.3pp |
| Employer contribution / active EE | $1,252 | $3,087-59.5% | $2,916-57.1% | $4,662-73.2% |
| Participant deferral / active EE | $4,940 | $4,648+6.3% | $4,323+14.3% | $6,690-26.2% |
| Admin fee / account holder | $426 | $8,430-94.9% | $7,355-94.2% | $13,392-96.8% |