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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 | $21,640 | $73,848-70.7% | $143,799-85.0% | $68,486-68.4% |
| Participation rate | 60.7% | 66.7%-6.0pp | 80.3%-19.7pp | 67.9%-7.2pp |
| Annual return | -70.97% | 0.91%-71.9pp | -0.04%-70.9pp | -7.85%-63.1pp |
| Employer contribution / active EE | $762 | $3,184-76.1% | $4,952-84.6% | $2,597-70.7% |
| Participant deferral / active EE | $2,582 | $3,385-23.7% | $5,638-54.2% | $4,028-35.9% |
| Admin fee / account holder | $44,109 | $5,755+666.4% | $14,677+200.5% | $5,404+716.3% |