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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 | $37,014 | $99,668-62.9% | $86,451-57.2% | $134,545-72.5% |
| Participation rate | 65.2% | 82.1%-16.8pp | 80.3%-15.1pp | 81.2%-16.0pp |
| Annual return | -23.57% | 6789.61%-6813.2pp | 4398.51%-4422.1pp | 418.37%-441.9pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $11,802 | $7,249+62.8% | $6,953+69.7% | $6,401+84.4% |
| Admin fee / account holder | $1,260 | $8,377-85.0% | $6,734-81.3% | $11,431-89.0% |