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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 | $7,717 | $92,743-91.7% | $82,744-90.7% | $134,532-94.3% |
| Participation rate | 16.7% | 75.2%-58.5pp | 72.6%-55.9pp | 81.2%-64.6pp |
| Annual return | -25.32% | 946.63%-971.9pp | 702.22%-727.5pp | 418.27%-443.6pp |
| Employer contribution / active EE | $794 | $3,273-75.8% | $3,008-73.6% | $4,741-83.3% |
| Participant deferral / active EE | $1,459 | $4,802-69.6% | $4,395-66.8% | $6,401-77.2% |
| Admin fee / account holder | $20,516 | $5,977+243.2% | $5,325+285.3% | $11,429+79.5% |