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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 | $76,608-60.0% | $56,077-45.3% | $145,877-79.0% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | -48.49% | 3009.59%-3058.1pp | 1709.28%-1757.8pp | 551.28%-599.8pp |
| Employer contribution / active EE | $788 | $1,382-43.0% | $1,040-24.3% | $4,663-83.1% |
| Participant deferral / active EE | $2,371 | $2,624-9.6% | $1,954+21.3% | $6,691-64.6% |
| Admin fee / account holder | $331 | $3,325-90.1% | $2,825-88.3% | $13,402-97.5% |