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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 | $15,278 | $108,942-86.0% | $100,415-84.8% | $145,897-89.5% |
| Participation rate | 57.1% | 83.0%-25.8pp | 81.5%-24.4pp | 80.3%-23.2pp |
| Annual return | -29.84% | 58.27%-88.1pp | 49.47%-79.3pp | 552.29%-582.1pp |
| Employer contribution / active EE | $2,055 | $4,422-53.5% | $3,943-47.9% | $4,663-55.9% |
| Participant deferral / active EE | $6,321 | $8,461-25.3% | $8,091-21.9% | $6,689-5.5% |
| Admin fee / account holder | $125,716 | $9,702+1195.8% | $7,906+1490.1% | $13,390+838.9% |