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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 | $3,150 | $84,551-96.3% | $61,452-94.9% | $134,532-97.7% |
| Participation rate | 16.7% | 62.2%-45.5pp | 52.6%-35.9pp | 81.2%-64.6pp |
| Annual return | -30.03% | 585.39%-615.4pp | 338.96%-369.0pp | 418.27%-448.3pp |
| Employer contribution / active EE | $214 | $1,545-86.2% | $1,160-81.6% | $4,741-95.5% |
| Participant deferral / active EE | $326 | $2,818-88.4% | $2,125-84.7% | $6,401-94.9% |
| Admin fee / account holder | $1,787 | $2,587-30.9% | $2,131-16.1% | $11,429-84.4% |