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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 | $105,949 | $88,710+19.4% | $81,783+29.5% | $145,959-27.4% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | -61.11% | 1027.26%-1088.4pp | 775.05%-836.2pp | 561.95%-623.1pp |
| Employer contribution / active EE | $10,638 | $3,083+245.0% | $2,913+265.3% | $4,661+128.2% |
| Participant deferral / active EE | $25,245 | $4,645+443.5% | $4,320+484.3% | $6,689+277.4% |
| Admin fee / account holder | $634 | $8,407-92.5% | $7,380-91.4% | $13,398-95.3% |