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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 | $139,772 | $97,732+43.0% | $83,831+66.7% | $135,380+3.2% |
| Participation rate | 31.3% | 80.0%-48.7pp | 76.1%-44.9pp | 82.6%-51.4pp |
| Annual return | -10.88% | 1287.56%-1298.4pp | 850.99%-861.9pp | 519.81%-530.7pp |
| Employer contribution / active EE | $1,000 | $4,222-76.3% | $3,631-72.4% | $4,779-79.1% |
| Participant deferral / active EE | $4,768 | $4,683+1.8% | $4,082+16.8% | $5,609-15.0% |
| Admin fee / account holder | $6,488 | $6,675-2.8% | $5,479+18.4% | $10,828-40.1% |