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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 | $9,169 | $27,632-66.8% | $61,452-85.1% | $68,486-86.6% |
| Participation rate | 5.5% | 39.5%-34.0pp | 52.6%-47.1pp | 67.9%-62.4pp |
| Annual return | -55.17% | -13.24%-41.9pp | 338.96%-394.1pp | -7.85%-47.3pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $473 | $1,264-62.6% | $2,125-77.7% | $4,028-88.3% |
| Admin fee / account holder | $1,639 | $2,010-18.5% | $2,131-23.1% | $5,404-69.7% |