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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 | $3,108 | $84,628-96.3% | $61,501-94.9% | $134,545-97.7% |
| Participation rate | 12.5% | 62.2%-49.7pp | 52.6%-40.1pp | 81.2%-68.7pp |
| Annual return | -43.19% | 585.61%-628.8pp | 339.04%-382.2pp | 418.37%-461.6pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $458 | $2,819-83.7% | $2,125-78.4% | $6,401-92.8% |
| Admin fee / account holder | $1,346 | $2,587-48.0% | $2,132-36.9% | $11,431-88.2% |