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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 | $81,377 | $82,630-1.5% | $64,105+26.9% | $125,389-35.1% |
| Participation rate | 18.2% | 75.9%-57.7pp | 68.2%-50.0pp | 83.2%-65.0pp |
| Annual return | -3.74% | 1489.72%-1493.5pp | 791.24%-795.0pp | 282.24%-286.0pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,626 | $3,608-55.0% | $2,822-42.4% | $5,352-69.6% |
| Admin fee / account holder | $1,038 | $6,382-83.7% | $4,499-76.9% | $9,541-89.1% |