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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 | $130,625 | $112,933+15.7% | $90,970+43.6% | $158,982-17.8% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | -28.24% | 215.82%-244.1pp | 134.60%-162.8pp | 302.99%-331.2pp |
| Employer contribution / active EE | $1,218 | $2,893-57.9% | $2,122-42.6% | $4,763-74.4% |
| Participant deferral / active EE | $1,218 | $4,128-70.5% | $3,373-63.9% | $5,983-79.6% |
| Admin fee / account holder | $598 | $8,047-92.6% | $5,961-90.0% | $11,252-94.7% |