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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 | $15,540 | $76,785-79.8% | $56,441-72.5% | $145,959-89.4% |
| Participation rate | 9.5% | 63.2%-53.7pp | 52.5%-43.0pp | 80.3%-70.8pp |
| Annual return | -53.83% | 3000.51%-3054.3pp | 1704.21%-1758.0pp | 561.95%-615.8pp |
| Employer contribution / active EE | $192 | $1,381-86.1% | $1,039-81.5% | $4,661-95.9% |
| Participant deferral / active EE | $845 | $2,624-67.8% | $1,953-56.7% | $6,689-87.4% |
| Admin fee / account holder | $308 | $3,334-90.8% | $2,829-89.1% | $13,398-97.7% |