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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 | $69,118-78.0% | $53,647-71.7% | $138,895-89.1% |
| Participation rate | 64.7% | 64.0%+0.7pp | 56.3%+8.4pp | 79.9%-15.2pp |
| Annual return | -44.93% | 248.26%-293.2pp | 358.33%-403.3pp | 145.39%-190.3pp |
| Employer contribution / active EE | $2,886 | $1,189+142.6% | $962+200.0% | $4,194-31.2% |
| Participant deferral / active EE | $966 | $2,274-57.5% | $1,813-46.7% | $6,396-84.9% |
| Admin fee / account holder | $7,854 | $2,724+188.3% | $2,460+219.3% | $12,562-37.5% |