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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 | $102,119 | $90,606+12.7% | $79,466+28.5% | $135,379-24.6% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | -12.54% | 977.69%-990.2pp | 718.28%-730.8pp | 519.79%-532.3pp |
| Employer contribution / active EE | $1,936 | $3,068-36.9% | $2,800-30.9% | $4,779-59.5% |
| Participant deferral / active EE | $4,625 | $4,050+14.2% | $3,704+24.9% | $5,609-17.5% |
| Admin fee / account holder | $451 | $5,895-92.3% | $5,104-91.2% | $10,828-95.8% |