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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 | $3,666 | $29,716-87.7% | $56,077-93.5% | $80,925-95.5% |
| Participation rate | 11.1% | 41.7%-30.6pp | 52.5%-41.4pp | 67.7%-56.5pp |
| Annual return | -36.68% | 35.30%-72.0pp | 1709.28%-1746.0pp | 35.65%-72.3pp |
| Employer contribution / active EE | $149 | $671-77.9% | $1,040-85.7% | $2,756-94.6% |
| Participant deferral / active EE | $269 | $1,228-78.1% | $1,954-86.2% | $4,299-93.7% |
| Admin fee / account holder | $517 | $2,432-78.8% | $2,825-81.7% | $6,940-92.6% |