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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 | $4,658 | $28,624-83.7% | $53,647-91.3% | $82,637-94.4% |
| Participation rate | 3.5% | 47.3%-43.8pp | 56.3%-52.8pp | 68.1%-64.5pp |
| Annual return | -26.46% | 664.98%-691.4pp | 358.33%-384.8pp | 53.51%-80.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,792 | $2,022+38.1% | $2,460+13.5% | $7,339-62.0% |