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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 | $59,859 | $82,630-27.6% | $64,105-6.6% | $125,389-52.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | -5.54% | 1489.72%-1495.3pp | 791.24%-796.8pp | 282.24%-287.8pp |
| Employer contribution / active EE | $747 | $2,671-72.0% | $1,820-59.0% | $4,866-84.7% |
| Participant deferral / active EE | $3,021 | $3,608-16.3% | $2,822+7.1% | $5,352-43.6% |
| Admin fee / account holder | $352 | $6,382-94.5% | $4,499-92.2% | $9,541-96.3% |