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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 | $30,944 | $90,606-65.8% | $79,466-61.1% | $135,379-77.1% |
| Participation rate | 15.8% | 76.0%-60.3pp | 73.3%-57.6pp | 82.6%-66.9pp |
| Annual return | -37.24% | 977.69%-1014.9pp | 718.28%-755.5pp | 519.79%-557.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,489 | $4,050-63.2% | $3,704-59.8% | $5,609-73.5% |
| Admin fee / account holder | $10,973 | $5,895+86.1% | $5,104+115.0% | $10,828+1.3% |