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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 | $4,857 | $84,628-94.3% | $61,501-92.1% | $134,545-96.4% |
| Participation rate | 12.5% | 62.2%-49.7pp | 52.6%-40.1pp | 81.2%-68.7pp |
| Annual return | -62.55% | 585.61%-648.2pp | 339.04%-401.6pp | 418.37%-480.9pp |
| Employer contribution / active EE | $50 | $1,545-96.8% | $1,160-95.7% | $4,742-98.9% |
| Participant deferral / active EE | $302 | $2,819-89.3% | $2,125-85.8% | $6,401-95.3% |
| Admin fee / account holder | $2,333 | $2,587-9.8% | $2,132+9.4% | $11,431-79.6% |