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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 | $33,150 | $99,079-66.5% | $78,002-57.5% | $273,972-87.9% |
| Participation rate | 64.3% | 78.6%-14.3pp | 75.5%-11.2pp | 83.0%-18.7pp |
| Annual return | -6.47% | 217.93%-224.4pp | 425.99%-432.5pp | 41.46%-47.9pp |
| Employer contribution / active EE | $1,348 | $3,308-59.2% | $2,470-45.4% | $4,869-72.3% |
| Participant deferral / active EE | $3,157 | $4,306-26.7% | $3,497-9.7% | $5,287-40.3% |
| Admin fee / account holder | $572 | $8,954-93.6% | $5,481-89.6% | $10,133-94.4% |