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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 | $186,904 | $90,606+106.3% | $79,466+135.2% | $135,379+38.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -10.61% | 977.69%-988.3pp | 718.28%-728.9pp | 519.79%-530.4pp |
| Employer contribution / active EE | $4,558 | $3,068+48.6% | $2,800+62.8% | $4,779-4.6% |
| Participant deferral / active EE | $11,861 | $4,050+192.8% | $3,704+220.2% | $5,609+111.5% |
| Admin fee / account holder | $361 | $5,895-93.9% | $5,104-92.9% | $10,828-96.7% |