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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 | $4,059 | $70,366-94.2% | $66,674-93.9% | $138,895-97.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | -17.64% | 386.41%-404.0pp | 321.24%-338.9pp | 145.39%-163.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,635 | $4,374-62.6% | $4,084-60.0% | $6,396-74.4% |
| Admin fee / account holder | $7,560 | $5,262+43.7% | $5,098+48.3% | $12,562-39.8% |