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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 | $26,484 | $99,079-73.3% | $78,002-66.0% | $273,972-90.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | -7.44% | 217.93%-225.4pp | 425.99%-433.4pp | 41.46%-48.9pp |
| Employer contribution / active EE | $567 | $3,308-82.9% | $2,470-77.1% | $4,869-88.4% |
| Participant deferral / active EE | $7,376 | $4,306+71.3% | $3,497+110.9% | $5,287+39.5% |
| Admin fee / account holder | $34,214 | $8,954+282.1% | $5,481+524.3% | $10,133+237.7% |