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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 | $130,780 | $96,419+35.6% | $80,648+62.2% | $139,487-6.2% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | -7.93% | 1352.86%-1360.8pp | 937.21%-945.1pp | 373.84%-381.8pp |
| Employer contribution / active EE | $1,929 | $3,261-40.9% | $2,724-29.2% | $4,755-59.4% |
| Participant deferral / active EE | $4,892 | $5,225-6.4% | $4,443+10.1% | $6,713-27.1% |
| Admin fee / account holder | $4,137 | $6,605-37.4% | $5,382-23.1% | $11,407-63.7% |