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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 | $18,803 | $90,617-79.2% | $79,476-76.3% | $135,382-86.1% |
| Participation rate | 9.1% | 76.1%-67.0pp | 73.3%-64.3pp | 82.6%-73.6pp |
| Annual return | -98.54% | 977.57%-1076.1pp | 718.21%-816.8pp | 519.77%-618.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,682 | $4,050-58.5% | $3,704-54.6% | $5,609-70.0% |
| Admin fee / account holder | $19,144 | $5,907+224.1% | $5,113+274.4% | $10,829+76.8% |