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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 | $2,468 | $29,319-91.6% | $52,425-95.3% | $82,448-97.0% |
| Participation rate | 3.8% | 46.9%-43.1pp | 55.6%-51.8pp | 68.1%-64.3pp |
| Annual return | 3.83% | 535.20%-531.4pp | 302.12%-298.3pp | 41.64%-37.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $333 | $1,962-83.0% | $2,495-86.7% | $7,234-95.4% |