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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 | $22,050 | $125,237-82.4% | $105,608-79.1% | $145,877-84.9% |
| Participation rate | 15.8% | 77.7%-61.9pp | 75.3%-59.5pp | 80.3%-64.5pp |
| Annual return | -39.15% | 225.76%-264.9pp | 116.50%-155.6pp | 551.28%-590.4pp |
| Employer contribution / active EE | $1,672 | $3,720-55.1% | $3,167-47.2% | $4,663-64.1% |
| Participant deferral / active EE | $2,156 | $5,711-62.2% | $5,010-57.0% | $6,691-67.8% |
| Admin fee / account holder | $344,356 | $17,287+1891.9% | $11,028+3022.5% | $13,402+2469.4% |