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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 | $127,342 | $90,617+40.5% | $79,476+60.2% | $135,382-5.9% |
| Participation rate | 33.3% | 76.1%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -18.12% | 977.57%-995.7pp | 718.21%-736.3pp | 519.77%-537.9pp |
| Employer contribution / active EE | $1,747 | $3,068-43.1% | $2,800-37.6% | $4,779-63.4% |
| Participant deferral / active EE | $8,167 | $4,050+101.6% | $3,704+120.5% | $5,609+45.6% |
| Admin fee / account holder | $9,067 | $5,907+53.5% | $5,113+77.3% | $10,829-16.3% |