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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 | $106,922 | $99,031+8.0% | $86,597+23.5% | $147,585-27.6% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | -17.64% | 1312.56%-1330.2pp | 964.96%-982.6pp | 578.57%-596.2pp |
| Employer contribution / active EE | $2,045 | $3,132-34.7% | $2,840-28.0% | $4,876-58.1% |
| Participant deferral / active EE | $1,579 | $3,972-60.2% | $3,609-56.2% | $5,439-71.0% |
| Admin fee / account holder | $21,881 | $5,711+283.2% | $4,906+346.0% | $10,885+101.0% |