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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 | $19,707 | $110,551-82.2% | $80,741-75.6% | $167,536-88.2% |
| Participation rate | 7.7% | 64.0%-56.3pp | 54.2%-46.5pp | 82.1%-74.4pp |
| Annual return | -26.73% | 120.57%-147.3pp | 87.30%-114.0pp | 478.82%-505.5pp |
| Employer contribution / active EE | $124 | $1,543-92.0% | $1,160-89.3% | $4,839-97.4% |
| Participant deferral / active EE | $279 | $2,870-90.3% | $2,145-87.0% | $6,342-95.6% |
| Admin fee / account holder | $7,547 | $4,547+66.0% | $3,380+123.3% | $12,315-38.7% |