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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 | $123,924 | $99,647+24.4% | $86,439+43.4% | $134,509-7.9% |
| Participation rate | 57.1% | 82.1%-24.9pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -22.25% | 6784.13%-6806.4pp | 4395.55%-4417.8pp | 418.13%-440.4pp |
| Employer contribution / active EE | $1,631 | $4,401-62.9% | $3,769-56.7% | $4,741-65.6% |
| Participant deferral / active EE | $9,340 | $7,246+28.9% | $6,952+34.4% | $6,400+45.9% |
| Admin fee / account holder | $635 | $8,373-92.4% | $6,732-90.6% | $11,427-94.4% |