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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 | $57,783 | $30,732+88.0% | $59,496-2.9% | $59,633-3.1% |
| Participation rate | 7.1% | 43.2%-36.1pp | 54.6%-47.4pp | 68.7%-61.5pp |
| Annual return | -4.74% | 4.47%-9.2pp | 182.05%-186.8pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $133 | $631-78.9% | $1,153-88.5% | $2,203-94.0% |
| Participant deferral / active EE | $1,286 | $1,183+8.7% | $1,829-29.7% | $3,192-59.7% |
| Admin fee / account holder | $452 | $2,136-78.9% | $2,232-79.8% | $4,297-89.5% |