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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 | $28,200 | $48,274-41.6% | $63,244-55.4% | $59,633-52.7% |
| Participation rate | 55.6% | 66.3%-10.8pp | 71.0%-15.5pp | 68.7%-13.1pp |
| Annual return | -5.01% | -240.79%+235.8pp | -70.31%+65.3pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $1,261 | $1,586-20.5% | $2,322-45.7% | $2,203-42.8% |
| Participant deferral / active EE | $1,871 | $2,343-20.1% | $2,953-36.7% | $3,192-41.4% |
| Admin fee / account holder | $519 | $3,600-85.6% | $5,893-91.2% | $4,297-87.9% |