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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 | $4,142 | $84,551-95.1% | $61,452-93.3% | $134,532-96.9% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -33.81% | 585.39%-619.2pp | 338.96%-372.8pp | 418.27%-452.1pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $644 | $2,818-77.2% | $2,125-69.7% | $6,401-89.9% |
| Admin fee / account holder | $612 | $2,587-76.4% | $2,131-71.3% | $11,429-94.6% |