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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 | $90,285 | $162,136-44.3% | $152,301-40.7% | $154,746-41.7% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | -6.47% | 91.02%-97.5pp | 80.50%-87.0pp | 172.34%-178.8pp |
| Employer contribution / active EE | $2,824 | $4,890-42.3% | $4,624-38.9% | $4,379-35.5% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,233 | $15,759-92.2% | $14,398-91.4% | $14,365-91.4% |