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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 | $5,946 | $68,097-91.3% | $62,929-90.6% | $137,256-95.7% |
| Participation rate | 7.1% | 77.4%-70.3pp | 73.1%-66.0pp | 80.0%-72.8pp |
| Annual return | -18.45% | 1859.11%-1877.6pp | 1063.93%-1082.4pp | 220.34%-238.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,070 | $6,521-68.3% | $5,065-59.1% | $12,270-83.1% |