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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 | $51,178 | $84,685-39.6% | $73,836-30.7% | $125,389-59.2% |
| Participation rate | 18.8% | 76.8%-58.0pp | 73.4%-54.7pp | 83.2%-64.4pp |
| Annual return | -6.85% | 3123.80%-3130.6pp | 2268.06%-2274.9pp | 282.24%-289.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,893 | $3,993-27.5% | $3,583-19.3% | $5,352-45.9% |
| Admin fee / account holder | $14,477 | $5,694+154.2% | $4,882+196.5% | $9,541+51.7% |