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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 | $78,606 | $99,079-20.7% | $78,002+0.8% | $273,972-71.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | -2.35% | 217.93%-220.3pp | 425.99%-428.3pp | 41.46%-43.8pp |
| Employer contribution / active EE | $1,351 | $3,308-59.2% | $2,470-45.3% | $4,869-72.3% |
| Participant deferral / active EE | $3,406 | $4,306-20.9% | $3,497-2.6% | $5,287-35.6% |
| Admin fee / account holder | $23,257 | $8,954+159.7% | $5,481+324.3% | $10,133+129.5% |