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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 | $75,749 | $104,106-27.2% | $71,086+6.6% | $135,379-44.0% |
| Participation rate | 22.2% | 65.7%-43.4pp | 54.7%-32.4pp | 82.6%-60.4pp |
| Annual return | -17.31% | 1256.30%-1273.6pp | 650.59%-667.9pp | 519.79%-537.1pp |
| Employer contribution / active EE | $419 | $1,485-71.8% | $1,088-61.5% | $4,779-91.2% |
| Participant deferral / active EE | $524 | $2,527-79.3% | $1,874-72.1% | $5,609-90.7% |
| Admin fee / account holder | $472 | $4,142-88.6% | $3,082-84.7% | $10,828-95.6% |