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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 | $52,234 | $82,630-36.8% | $64,105-18.5% | $125,389-58.3% |
| Participation rate | 25.0% | 75.9%-50.9pp | 68.2%-43.2pp | 83.2%-58.2pp |
| Annual return | -3.72% | 1489.72%-1493.4pp | 791.24%-795.0pp | 282.24%-286.0pp |
| Employer contribution / active EE | $501 | $2,671-81.2% | $1,820-72.5% | $4,866-89.7% |
| Participant deferral / active EE | $1,690 | $3,608-53.2% | $2,822-40.1% | $5,352-68.4% |
| Admin fee / account holder | $362 | $6,382-94.3% | $4,499-91.9% | $9,541-96.2% |