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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 | $5,049 | $67,823-92.6% | $52,425-90.4% | $137,256-96.3% |
| Participation rate | 12.5% | 63.9%-51.4pp | 55.6%-43.1pp | 80.0%-67.5pp |
| Annual return | -19.34% | 219.11%-238.4pp | 302.12%-321.5pp | 220.34%-239.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $279 | $2,288-87.8% | $1,790-84.4% | $6,407-95.6% |
| Admin fee / account holder | $1,331 | $2,844-53.2% | $2,495-46.7% | $12,270-89.2% |