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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 | $8,172 | $88,754-90.8% | $81,820-90.0% | $145,877-94.4% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | -3.61% | 1031.77%-1035.4pp | 777.93%-781.5pp | 551.28%-554.9pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $983 | $4,648-78.8% | $4,323-77.3% | $6,691-85.3% |
| Admin fee / account holder | $925 | $8,424-89.0% | $7,391-87.5% | $13,402-93.1% |