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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 | $12,327 | $58,627-79.0% | $76,735-83.9% | $82,448-85.0% |
| Participation rate | 13.4% | 63.2%-49.8pp | 69.5%-56.1pp | 68.1%-54.7pp |
| Annual return | -92.92% | 39.10%-132.0pp | 29.77%-122.7pp | 41.64%-134.6pp |
| Employer contribution / active EE | $532 | $1,729-69.2% | $2,454-78.3% | $2,551-79.2% |
| Participant deferral / active EE | $1,542 | $3,134-50.8% | $4,088-62.3% | $4,139-62.7% |
| Admin fee / account holder | $21,107 | $5,323+296.6% | $7,189+193.6% | $7,234+191.8% |