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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 | $27,876 | $29,736-6.3% | $56,033-50.3% | $80,935-65.6% |
| Participation rate | 14.0% | 41.7%-27.7pp | 52.5%-38.5pp | 67.7%-53.7pp |
| Annual return | -18.77% | 35.28%-54.0pp | 1711.38%-1730.2pp | 35.66%-54.4pp |
| Employer contribution / active EE | $221 | $671-67.1% | $1,041-78.8% | $2,757-92.0% |
| Participant deferral / active EE | $732 | $1,228-40.4% | $1,954-62.5% | $4,299-83.0% |
| Admin fee / account holder | $6,859 | $2,434+181.8% | $2,827+142.6% | $6,924-0.9% |