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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 | $9,655 | $90,607-89.3% | $79,467-87.9% | $135,380-92.9% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -21.59% | 977.74%-999.3pp | 718.30%-739.9pp | 519.81%-541.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,964 | $4,050-51.5% | $3,704-47.0% | $5,609-65.0% |
| Admin fee / account holder | $826 | $5,895-86.0% | $5,104-83.8% | $10,828-92.4% |