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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 | $4,624 | $72,071-93.6% | $68,368-93.2% | $137,256-96.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | -4.78% | 353.14%-357.9pp | 292.57%-297.4pp | 220.34%-225.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,940 | $4,410-56.0% | $4,123-52.9% | $6,407-69.7% |
| Admin fee / account holder | $17,032 | $5,336+219.2% | $5,150+230.7% | $12,270+38.8% |