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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 | $1,604 | $76,522-97.9% | $56,033-97.1% | $145,884-98.9% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | -32.11% | 3014.28%-3046.4pp | 1711.38%-1743.5pp | 551.85%-584.0pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $994 | $2,624-62.1% | $1,954-49.1% | $6,690-85.1% |
| Admin fee / account holder | $2,655 | $3,328-20.2% | $2,827-6.1% | $13,392-80.2% |