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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 | $94,560 | $101,618-6.9% | $93,063+1.6% | $137,256-31.1% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 8.64% | 223.95%-215.3pp | 34.15%-25.5pp | 220.34%-211.7pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,751 | $4,279+34.4% | $3,958+45.3% | $6,407-10.2% |
| Admin fee / account holder | $297,142 | $6,198+4693.8% | $6,033+4825.1% | $12,270+2321.7% |