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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 | $3,925 | $67,823-94.2% | $52,425-92.5% | $137,256-97.1% |
| Participation rate | 28.6% | 63.9%-35.3pp | 55.6%-27.1pp | 80.0%-51.4pp |
| Annual return | -33.65% | 219.11%-252.8pp | 302.12%-335.8pp | 220.34%-254.0pp |
| Employer contribution / active EE | $14 | $1,163-98.8% | $914-98.5% | $4,156-99.7% |
| Participant deferral / active EE | $1,408 | $2,288-38.4% | $1,790-21.3% | $6,407-78.0% |
| Admin fee / account holder | $2,028 | $2,844-28.7% | $2,495-18.7% | $12,270-83.5% |