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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 | $7,645 | $84,551-91.0% | $61,452-87.6% | $134,532-94.3% |
| Participation rate | 62.5% | 62.2%+0.3pp | 52.6%+9.9pp | 81.2%-18.7pp |
| Annual return | -116.20% | 585.39%-701.6pp | 338.96%-455.2pp | 418.27%-534.5pp |
| Employer contribution / active EE | $729 | $1,545-52.8% | $1,160-37.2% | $4,741-84.6% |
| Participant deferral / active EE | $4,866 | $2,818+72.6% | $2,125+129.0% | $6,401-24.0% |
| Admin fee / account holder | $6,156 | $2,587+137.9% | $2,131+188.9% | $11,429-46.1% |