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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 | $15,181 | $67,823-77.6% | $52,425-71.0% | $137,256-88.9% |
| Participation rate | 64.7% | 63.9%+0.8pp | 55.6%+9.1pp | 80.0%-15.3pp |
| Annual return | -44.93% | 219.11%-264.0pp | 302.12%-347.1pp | 220.34%-265.3pp |
| Employer contribution / active EE | $2,886 | $1,163+148.1% | $914+215.7% | $4,156-30.6% |
| Participant deferral / active EE | $966 | $2,288-57.8% | $1,790-46.1% | $6,407-84.9% |
| Admin fee / account holder | $7,854 | $2,844+176.1% | $2,495+214.8% | $12,270-36.0% |