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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 | $1,240 | $69,118-98.2% | $53,647-97.7% | $138,895-99.1% |
| Participation rate | 28.6% | 64.0%-35.4pp | 56.3%-27.7pp | 79.9%-51.3pp |
| Annual return | -26.80% | 248.26%-275.1pp | 358.33%-385.1pp | 145.39%-172.2pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $330 | $2,274-85.5% | $1,813-81.8% | $6,396-94.8% |
| Admin fee / account holder | $1,227 | $2,724-55.0% | $2,460-50.1% | $12,562-90.2% |