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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 | $97,654 | $92,766+5.3% | $82,763+18.0% | $134,545-27.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -21.50% | 946.97%-968.5pp | 702.45%-723.9pp | 418.37%-439.9pp |
| Employer contribution / active EE | $4,096 | $3,273+25.1% | $3,008+36.1% | $4,742-13.6% |
| Participant deferral / active EE | $7,768 | $4,802+61.8% | $4,395+76.7% | $6,401+21.3% |
| Admin fee / account holder | $693 | $5,978-88.4% | $5,325-87.0% | $11,431-93.9% |