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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 | $13,273 | $61,816-78.5% | $97,260-86.4% | $80,935-83.6% |
| Participation rate | 38.7% | 63.5%-24.8pp | 72.7%-34.0pp | 67.7%-29.0pp |
| Annual return | -65.61% | -558.73%+493.1pp | 75.54%-141.2pp | 35.66%-101.3pp |
| Employer contribution / active EE | $449 | $1,836-75.6% | $2,721-83.5% | $2,757-83.7% |
| Participant deferral / active EE | $1,545 | $3,027-49.0% | $4,262-63.7% | $4,299-64.1% |
| Admin fee / account holder | $36,359 | $5,166+603.9% | $5,640+544.7% | $6,924+425.1% |