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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 | $75,336 | $84,551-10.9% | $61,452+22.6% | $134,532-44.0% |
| Participation rate | 4.2% | 62.2%-58.0pp | 52.6%-48.4pp | 81.2%-77.1pp |
| Annual return | -22.40% | 585.39%-607.8pp | 338.96%-361.4pp | 418.27%-440.7pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,192 | $2,818-57.7% | $2,125-43.9% | $6,401-81.4% |
| Admin fee / account holder | $770 | $2,587-70.2% | $2,131-63.9% | $11,429-93.3% |