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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 | $91,021 | $92,766-1.9% | $82,763+10.0% | $134,545-32.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -22.95% | 946.97%-969.9pp | 702.45%-725.4pp | 418.37%-441.3pp |
| Employer contribution / active EE | $2,000 | $3,273-38.9% | $3,008-33.5% | $4,742-57.8% |
| Participant deferral / active EE | $12,500 | $4,802+160.3% | $4,395+184.4% | $6,401+95.3% |
| Admin fee / account holder | $447 | $5,978-92.5% | $5,325-91.6% | $11,431-96.1% |