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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 | $83,371 | $99,079-15.9% | $78,002+6.9% | $273,972-69.6% |
| Participation rate | 68.4% | 78.6%-10.1pp | 75.5%-7.1pp | 83.0%-14.6pp |
| Annual return | -0.12% | 217.93%-218.0pp | 425.99%-426.1pp | 41.46%-41.6pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,103 | $4,306-27.9% | $3,497-11.3% | $5,287-41.3% |
| Admin fee / account holder | $699 | $8,954-92.2% | $5,481-87.2% | $10,133-93.1% |