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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 | $28,624-91.4% | $53,647-95.4% | $82,637-97.0% |
| Participation rate | 3.8% | 47.3%-43.5pp | 56.3%-52.5pp | 68.1%-64.3pp |
| Annual return | 3.83% | 664.98%-661.2pp | 358.33%-354.5pp | 53.51%-49.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $333 | $2,022-83.5% | $2,460-86.5% | $7,339-95.5% |