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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 | $23,034 | $99,647-76.9% | $86,439-73.4% | $134,509-82.9% |
| Participation rate | 15.4% | 82.1%-66.7pp | 80.3%-64.9pp | 81.2%-65.8pp |
| Annual return | -22.40% | 6784.13%-6806.5pp | 4395.55%-4418.0pp | 418.13%-440.5pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,696 | $7,246-62.8% | $6,952-61.2% | $6,400-57.9% |
| Admin fee / account holder | $2,380 | $8,373-71.6% | $6,732-64.6% | $11,427-79.2% |