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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 | $104,914 | $102,696+2.2% | $86,235+21.7% | $139,487-24.8% |
| Participation rate | 58.3% | 74.5%-16.2pp | 69.0%-10.6pp | 80.3%-22.0pp |
| Annual return | -7.08% | 1925.91%-1933.0pp | 1170.03%-1177.1pp | 373.84%-380.9pp |
| Employer contribution / active EE | $1,020 | $3,034-66.4% | $2,381-57.1% | $4,755-78.5% |
| Participant deferral / active EE | $2,041 | $4,679-56.4% | $3,987-48.8% | $6,713-69.6% |
| Admin fee / account holder | $5,664 | $8,667-34.7% | $6,856-17.4% | $11,407-50.4% |