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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 | $116,868 | $92,766+26.0% | $82,763+41.2% | $134,545-13.1% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -21.35% | 946.97%-968.3pp | 702.45%-723.8pp | 418.37%-439.7pp |
| Employer contribution / active EE | $1,109 | $3,273-66.1% | $3,008-63.1% | $4,742-76.6% |
| Participant deferral / active EE | $1,387 | $4,802-71.1% | $4,395-68.4% | $6,401-78.3% |
| Admin fee / account holder | $333 | $5,978-94.4% | $5,325-93.8% | $11,431-97.1% |