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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 | $9,395 | $67,823-86.1% | $52,425-82.1% | $137,256-93.2% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | -30.70% | 219.11%-249.8pp | 302.12%-332.8pp | 220.34%-251.0pp |
| Employer contribution / active EE | $652 | $1,163-43.9% | $914-28.6% | $4,156-84.3% |
| Participant deferral / active EE | $351 | $2,288-84.7% | $1,790-80.4% | $6,407-94.5% |
| Admin fee / account holder | $4,398 | $2,844+54.6% | $2,495+76.3% | $12,270-64.2% |