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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 | $137,896 | $76,785+79.6% | $56,441+144.3% | $145,959-5.5% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | -2.64% | 3000.51%-3003.1pp | 1704.21%-1706.8pp | 561.95%-564.6pp |
| Employer contribution / active EE | $1,275 | $1,381-7.6% | $1,039+22.7% | $4,661-72.6% |
| Participant deferral / active EE | $2,088 | $2,624-20.4% | $1,953+6.9% | $6,689-68.8% |
| Admin fee / account holder | $412 | $3,334-87.7% | $2,829-85.4% | $13,398-96.9% |