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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 | $29,667+121.2% | $56,441+16.3% | $80,874-18.8% |
| Participation rate | 25.5% | 41.7%-16.1pp | 52.5%-27.0pp | 67.6%-42.1pp |
| Annual return | -55.31% | 35.22%-90.5pp | 1704.21%-1759.5pp | 35.62%-90.9pp |
| Employer contribution / active EE | $672 | $669+0.4% | $1,039-35.4% | $2,756-75.6% |
| Participant deferral / active EE | $2,063 | $1,227+68.2% | $1,953+5.6% | $4,297-52.0% |
| Admin fee / account holder | $767 | $2,429-68.4% | $2,829-72.9% | $6,935-88.9% |