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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 | $32,013 | $93,117-65.6% | $77,096-58.5% | $134,532-76.2% |
| Participation rate | 42.9% | 74.5%-31.6pp | 67.9%-25.1pp | 81.2%-38.4pp |
| Annual return | -22.55% | 62.67%-85.2pp | 42.35%-64.9pp | 418.27%-440.8pp |
| Employer contribution / active EE | $706 | $3,420-79.4% | $2,814-74.9% | $4,741-85.1% |
| Participant deferral / active EE | $2,784 | $5,241-46.9% | $4,429-37.1% | $6,401-56.5% |
| Admin fee / account holder | $123,171 | $6,948+1672.8% | $5,428+2169.0% | $11,429+977.7% |