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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 | $13,134 | $67,823-80.6% | $52,425-74.9% | $137,256-90.4% |
| Participation rate | 13.3% | 63.9%-50.6pp | 55.6%-42.3pp | 80.0%-66.6pp |
| Annual return | -7.03% | 219.11%-226.1pp | 302.12%-309.2pp | 220.34%-227.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $355 | $2,288-84.5% | $1,790-80.2% | $6,407-94.5% |
| Admin fee / account holder | $731 | $2,844-74.3% | $2,495-70.7% | $12,270-94.0% |