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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 | $2,992 | $29,736-89.9% | $56,033-94.7% | $80,935-96.3% |
| Participation rate | 13.8% | 41.7%-27.9pp | 52.5%-38.7pp | 67.7%-53.9pp |
| Annual return | -16.54% | 35.28%-51.8pp | 1711.38%-1727.9pp | 35.66%-52.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $263 | $1,228-78.6% | $1,954-86.5% | $4,299-93.9% |
| Admin fee / account holder | $453 | $2,434-81.4% | $2,827-84.0% | $6,924-93.5% |