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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 | $19,067 | $28,109-32.2% | $71,086-73.2% | $56,287-66.1% |
| Participation rate | 15.7% | 40.4%-24.7pp | 54.7%-39.0pp | 69.9%-54.2pp |
| Annual return | -31.28% | -615.05%+583.8pp | 650.59%-681.9pp | -9.96%-21.3pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $593 | $1,116-46.9% | $1,874-68.4% | $3,350-82.3% |
| Admin fee / account holder | $11,050 | $585+1789.7% | $3,082+258.5% | $521+2021.1% |