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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 | $30,662 | $76,519-59.9% | $56,025-45.3% | $145,897-79.0% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | -48.49% | 3017.03%-3065.5pp | 1712.69%-1761.2pp | 552.29%-600.8pp |
| Employer contribution / active EE | $788 | $1,383-43.0% | $1,042-24.3% | $4,663-83.1% |
| Participant deferral / active EE | $2,371 | $2,624-9.7% | $1,955+21.3% | $6,689-64.6% |
| Admin fee / account holder | $331 | $3,331-90.1% | $2,828-88.3% | $13,390-97.5% |