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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 | $4,135 | $27,943-85.2% | $58,507-92.9% | $75,177-94.5% |
| Participation rate | 0.0% | 38.8%-38.8pp | 50.9%-50.9pp | 67.2%-67.2pp |
| Annual return | -45.72% | 44.22%-89.9pp | 4252.32%-4298.0pp | 160.75%-206.5pp |
| Employer contribution / active EE | $259 | $670-61.3% | $1,053-75.4% | $2,671-90.3% |
| Participant deferral / active EE | $537 | $1,202-55.3% | $1,922-72.1% | $4,126-87.0% |
| Admin fee / account holder | $3,045 | $1,727+76.3% | $2,486+22.5% | $5,651-46.1% |