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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 | $39,178 | $90,617-56.8% | $79,476-50.7% | $135,382-71.1% |
| Participation rate | 12.5% | 76.1%-63.6pp | 73.3%-60.8pp | 82.6%-70.1pp |
| Annual return | -15.32% | 977.57%-992.9pp | 718.21%-733.5pp | 519.77%-535.1pp |
| Employer contribution / active EE | $736 | $3,068-76.0% | $2,800-73.7% | $4,779-84.6% |
| Participant deferral / active EE | $2,825 | $4,050-30.2% | $3,704-23.7% | $5,609-49.6% |
| Admin fee / account holder | $17,257 | $5,907+192.1% | $5,113+237.5% | $10,829+59.4% |