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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 | $11,493 | $100,938-88.6% | $90,461-87.3% | $158,982-92.8% |
| Participation rate | 31.3% | 75.0%-43.8pp | 72.7%-41.4pp | 82.0%-50.7pp |
| Annual return | -8.39% | 1727.20%-1735.6pp | 1294.76%-1303.2pp | 302.99%-311.4pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,824 | $4,350-58.1% | $3,964-54.0% | $5,983-69.5% |
| Admin fee / account holder | $10,151 | $6,510+55.9% | $5,617+80.7% | $11,252-9.8% |