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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 | $14,439 | $97,761-85.2% | $83,850-82.8% | $135,382-89.3% |
| Participation rate | 27.3% | 80.0%-52.7pp | 76.1%-48.9pp | 82.6%-55.4pp |
| Annual return | -10.09% | 1287.44%-1297.5pp | 850.92%-861.0pp | 519.77%-529.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,917 | $4,682-37.7% | $4,082-28.5% | $5,609-48.0% |
| Admin fee / account holder | $11,870 | $6,674+77.8% | $5,478+116.7% | $10,829+9.6% |