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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 | $8,146 | $96,691-91.6% | $86,656-90.6% | $139,487-94.2% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | -44.64% | 106.87%-151.5pp | 593.09%-637.7pp | 373.84%-418.5pp |
| Employer contribution / active EE | $1,307 | $3,267-60.0% | $3,025-56.8% | $4,755-72.5% |
| Participant deferral / active EE | $2,216 | $4,838-54.2% | $4,439-50.1% | $6,713-67.0% |
| Admin fee / account holder | $67,829 | $6,414+957.5% | $5,619+1107.2% | $11,407+494.6% |