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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 | $61,369 | $99,079-38.1% | $78,002-21.3% | $273,972-77.6% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.5%-20.0pp | 83.0%-27.5pp |
| Annual return | -2.18% | 217.93%-220.1pp | 425.99%-428.2pp | 41.46%-43.6pp |
| Employer contribution / active EE | $1,192 | $3,308-64.0% | $2,470-51.8% | $4,869-75.5% |
| Participant deferral / active EE | $1,862 | $4,306-56.8% | $3,497-46.8% | $5,287-64.8% |
| Admin fee / account holder | $881 | $8,954-90.2% | $5,481-83.9% | $10,133-91.3% |