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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 | $27,107 | $48,050-43.6% | $85,969-68.5% | $59,632-54.5% |
| Participation rate | 28.0% | 64.5%-36.5pp | 76.5%-48.5pp | 68.7%-40.7pp |
| Annual return | -72.09% | 0.29%-72.4pp | 9.32%-81.4pp | 2041.32%-2113.4pp |
| Employer contribution / active EE | $799 | $1,640-51.3% | $3,474-77.0% | $2,203-63.7% |
| Participant deferral / active EE | $2,057 | $2,249-8.5% | $3,829-46.3% | $3,192-35.5% |
| Admin fee / account holder | $12,085 | $3,206+276.9% | $6,053+99.6% | $4,297+181.2% |