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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 | $12,142 | $84,685-85.7% | $73,836-83.6% | $125,389-90.3% |
| Participation rate | 34.8% | 76.8%-42.0pp | 73.4%-38.7pp | 83.2%-48.4pp |
| Annual return | -3.90% | 3123.80%-3127.7pp | 2268.06%-2272.0pp | 282.24%-286.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $904 | $3,993-77.4% | $3,583-74.8% | $5,352-83.1% |
| Admin fee / account holder | $2,261 | $5,694-60.3% | $4,882-53.7% | $9,541-76.3% |