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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 | $126,064 | $93,117+35.4% | $77,096+63.5% | $134,532-6.3% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -24.01% | 62.67%-86.7pp | 42.35%-66.4pp | 418.27%-442.3pp |
| Employer contribution / active EE | $6,833 | $3,420+99.8% | $2,814+142.8% | $4,741+44.1% |
| Participant deferral / active EE | $6,833 | $5,241+30.4% | $4,429+54.3% | $6,401+6.8% |
| Admin fee / account holder | $1,032 | $6,948-85.1% | $5,428-81.0% | $11,429-91.0% |