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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 | $10,998 | $126,113-91.3% | $116,096-90.5% | $155,188-92.9% |
| Participation rate | 28.6% | 75.1%-46.6pp | 73.3%-44.7pp | 80.8%-52.2pp |
| Annual return | -29.53% | 391.72%-421.2pp | 326.25%-355.8pp | 148.84%-178.4pp |
| Employer contribution / active EE | $470 | $2,672-82.4% | $2,503-81.2% | $4,248-88.9% |
| Participant deferral / active EE | $698 | $4,162-83.2% | $3,952-82.3% | $6,531-89.3% |
| Admin fee / account holder | $23,523 | $8,045+192.4% | $7,704+205.3% | $14,480+62.5% |