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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 | $65,634 | $29,733+120.7% | $56,025+17.2% | $80,959-18.9% |
| Participation rate | 25.5% | 41.7%-16.2pp | 52.5%-27.0pp | 67.7%-42.1pp |
| Annual return | -55.31% | 35.28%-90.6pp | 1712.69%-1768.0pp | 35.67%-91.0pp |
| Employer contribution / active EE | $672 | $6720% | $1,042-35.5% | $2,757-75.6% |
| Participant deferral / active EE | $2,063 | $1,229+67.8% | $1,955+5.6% | $4,300-52.0% |
| Admin fee / account holder | $767 | $2,434-68.5% | $2,828-72.9% | $6,925-88.9% |