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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 | $86,447 | $69,774+23.9% | $67,561+28.0% | $74,429+16.1% |
| Participation rate | 63.4% | 71.4%-8.0pp | 72.9%-9.5pp | 67.2%-3.8pp |
| Annual return | 10.56% | -40.53%+51.1pp | 3525.44%-3514.9pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $1,188 | $2,710-56.1% | $2,735-56.5% | $2,625-54.7% |
| Participant deferral / active EE | $3,297 | $3,636-9.3% | $4,003-17.6% | $4,348-24.2% |
| Admin fee / account holder | $6,870 | $890+672.1% | $4,006+71.5% | $1,944+253.3% |