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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 | $30,183 | $58,241-48.2% | $81,780-63.1% | $80,911-62.7% |
| Participation rate | 2.0% | 63.4%-61.4pp | 72.4%-70.4pp | 67.6%-65.6pp |
| Annual return | -37.02% | 41.73%-78.7pp | 776.27%-813.3pp | 35.63%-72.6pp |
| Employer contribution / active EE | $425 | $2,343-81.9% | $2,914-85.4% | $2,756-84.6% |
| Participant deferral / active EE | $1,303 | $3,283-60.3% | $4,321-69.8% | $4,297-69.7% |
| Admin fee / account holder | $6,189 | $4,973+24.5% | $7,384-16.2% | $6,935-10.8% |