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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 | $7,106 | $27,632-74.3% | $61,399-88.4% | $68,495-89.6% |
| Participation rate | 6.3% | 39.5%-33.2pp | 52.6%-46.3pp | 67.9%-61.6pp |
| Annual return | -49.56% | -13.24%-36.3pp | 338.81%-388.4pp | -7.84%-41.7pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $350 | $1,264-72.3% | $2,124-83.5% | $4,028-91.3% |
| Admin fee / account holder | $1,275 | $2,010-36.6% | $2,131-40.2% | $5,403-76.4% |