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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 | $69,719 | $81,664-14.6% | $70,476-1.1% | $158,966-56.1% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | -2.79% | 208.59%-211.4pp | 109.12%-111.9pp | 302.95%-305.7pp |
| Employer contribution / active EE | $1,351 | $3,219-58.0% | $2,738-50.6% | $4,762-71.6% |
| Participant deferral / active EE | $1,500 | $4,556-67.1% | $3,710-59.6% | $5,983-74.9% |
| Admin fee / account holder | $40,755 | $6,197+557.6% | $3,847+959.4% | $11,250+262.3% |