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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 | $11,160 | $88,778-87.4% | $81,844-86.4% | $145,884-92.4% |
| Participation rate | 28.6% | 75.1%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | -49.02% | 1033.03%-1082.0pp | 778.87%-827.9pp | 551.85%-600.9pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,377 | $4,648-70.4% | $4,323-68.1% | $6,690-79.4% |
| Admin fee / account holder | $6,930 | $8,430-17.8% | $7,355-5.8% | $13,392-48.3% |