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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 | $7,657 | $27,924-72.6% | $58,544-86.9% | $75,181-89.8% |
| Participation rate | 7.1% | 38.8%-31.7pp | 50.9%-43.7pp | 67.2%-60.1pp |
| Annual return | -75.07% | 44.20%-119.3pp | 4249.56%-4324.6pp | 160.69%-235.8pp |
| Employer contribution / active EE | $129 | $669-80.7% | $1,053-87.7% | $2,671-95.2% |
| Participant deferral / active EE | $269 | $1,202-77.6% | $1,923-86.0% | $4,126-93.5% |
| Admin fee / account holder | $412 | $1,726-76.1% | $2,520-83.6% | $5,650-92.7% |