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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 | $101,618-89.2% | $93,063-88.2% | $137,256-92.0% |
| Participation rate | 28.6% | 74.9%-46.4pp | 72.1%-43.5pp | 80.0%-51.4pp |
| Annual return | -29.53% | 223.95%-253.5pp | 34.15%-63.7pp | 220.34%-249.9pp |
| Employer contribution / active EE | $470 | $2,707-82.6% | $2,476-81.0% | $4,156-88.7% |
| Participant deferral / active EE | $698 | $4,279-83.7% | $3,958-82.4% | $6,407-89.1% |
| Admin fee / account holder | $23,523 | $6,198+279.5% | $6,033+289.9% | $12,270+91.7% |