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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 | $61,515 | $104,106-40.9% | $71,086-13.5% | $135,382-54.6% |
| Participation rate | 9.1% | 65.7%-56.6pp | 54.7%-45.6pp | 82.6%-73.6pp |
| Annual return | -32.72% | 1256.30%-1289.0pp | 650.59%-683.3pp | 519.77%-552.5pp |
| Employer contribution / active EE | $445 | $1,485-70.0% | $1,088-59.0% | $4,779-90.7% |
| Participant deferral / active EE | $473 | $2,527-81.3% | $1,874-74.8% | $5,609-91.6% |
| Admin fee / account holder | $1,250 | $4,142-69.8% | $3,082-59.4% | $10,829-88.5% |