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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 | $121,222 | $84,551+43.4% | $61,452+97.3% | $134,532-9.9% |
| Participation rate | 9.5% | 62.2%-52.7pp | 52.6%-43.0pp | 81.2%-71.7pp |
| Annual return | -22.82% | 585.39%-608.2pp | 338.96%-361.8pp | 418.27%-441.1pp |
| Employer contribution / active EE | $920 | $1,545-40.4% | $1,160-20.7% | $4,741-80.6% |
| Participant deferral / active EE | $2,976 | $2,818+5.6% | $2,125+40.1% | $6,401-53.5% |
| Admin fee / account holder | $3,384 | $2,587+30.8% | $2,131+58.8% | $11,429-70.4% |