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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 | $11,562 | $30,732-62.4% | $59,496-80.6% | $59,633-80.6% |
| Participation rate | 16.2% | 43.2%-27.0pp | 54.6%-38.4pp | 68.7%-52.5pp |
| Annual return | -36.96% | 4.47%-41.4pp | 182.05%-219.0pp | 2041.45%-2078.4pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $605 | $1,183-48.8% | $1,829-66.9% | $3,192-81.0% |
| Admin fee / account holder | $4,987 | $2,136+133.5% | $2,232+123.4% | $4,297+16.1% |