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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 | $1,654 | $28,624-94.2% | $53,647-96.9% | $82,637-98.0% |
| Participation rate | 4.2% | 47.3%-43.0pp | 56.3%-52.1pp | 68.1%-63.8pp |
| Annual return | -10.58% | 664.98%-675.6pp | 358.33%-368.9pp | 53.51%-64.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $526 | $2,022-74.0% | $2,460-78.6% | $7,339-92.8% |