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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 | $90,990 | $84,697+7.4% | $73,845+23.2% | $125,393-27.4% |
| Participation rate | 53.3% | 76.8%-23.4pp | 73.4%-20.1pp | 83.2%-29.9pp |
| Annual return | -13.69% | 3123.66%-3137.4pp | 2267.91%-2281.6pp | 282.23%-295.9pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $990 | $3,993-75.2% | $3,583-72.4% | $5,351-81.5% |
| Admin fee / account holder | $4,610 | $5,692-19.0% | $4,881-5.5% | $9,541-51.7% |