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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 | $88,754+19.4% | $81,820+29.5% | $145,877-27.4% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | -61.11% | 1031.77%-1092.9pp | 777.93%-839.0pp | 551.28%-612.4pp |
| Employer contribution / active EE | $10,638 | $3,085+244.8% | $2,915+264.9% | $4,663+128.1% |
| Participant deferral / active EE | $25,245 | $4,648+443.2% | $4,323+484.0% | $6,691+277.3% |
| Admin fee / account holder | $634 | $8,424-92.5% | $7,391-91.4% | $13,402-95.3% |