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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 | $100,672 | $82,630+21.8% | $64,105+57.0% | $125,389-19.7% |
| Participation rate | 60.0% | 75.9%-15.9pp | 68.2%-8.2pp | 83.2%-23.2pp |
| Annual return | -5.08% | 1489.72%-1494.8pp | 791.24%-796.3pp | 282.24%-287.3pp |
| Employer contribution / active EE | $1,732 | $2,671-35.2% | $1,820-4.8% | $4,866-64.4% |
| Participant deferral / active EE | $8,645 | $3,608+139.6% | $2,822+206.4% | $5,352+61.5% |
| Admin fee / account holder | $1,491 | $6,382-76.6% | $4,499-66.9% | $9,541-84.4% |