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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 | $124,971 | $138,102-9.5% | $125,381-0.3% | $134,532-7.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -31.72% | 750.73%-782.4pp | 572.31%-604.0pp | 418.27%-450.0pp |
| Employer contribution / active EE | $11,250 | $5,245+114.5% | $4,815+133.6% | $4,741+137.3% |
| Participant deferral / active EE | $13,750 | $7,801+76.3% | $7,448+84.6% | $6,401+114.8% |
| Admin fee / account holder | $3,067 | $11,568-73.5% | $10,007-69.4% | $11,429-73.2% |