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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 | $77,069 | $82,630-6.7% | $64,105+20.2% | $125,389-38.5% |
| Participation rate | 33.3% | 75.9%-42.5pp | 68.2%-34.8pp | 83.2%-49.9pp |
| Annual return | -4.86% | 1489.72%-1494.6pp | 791.24%-796.1pp | 282.24%-287.1pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,059 | $3,608-70.6% | $2,822-62.5% | $5,352-80.2% |
| Admin fee / account holder | $1,891 | $6,382-70.4% | $4,499-58.0% | $9,541-80.2% |