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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 | $3,682 | $84,551-95.6% | $61,452-94.0% | $134,532-97.3% |
| Participation rate | 10.0% | 62.2%-52.2pp | 52.6%-42.6pp | 81.2%-71.2pp |
| Annual return | -49.96% | 585.39%-635.3pp | 338.96%-388.9pp | 418.27%-468.2pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $312 | $2,818-88.9% | $2,125-85.3% | $6,401-95.1% |
| Admin fee / account holder | $30,384 | $2,587+1074.3% | $2,131+1325.8% | $11,429+165.9% |