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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 | $14,695 | $114,093-87.1% | $96,171-84.7% | $167,536-91.2% |
| Participation rate | 0.0% | 75.1%-75.1pp | 68.4%-68.4pp | 82.1%-82.1pp |
| Annual return | 3.43% | 190.00%-186.6pp | 192.04%-188.6pp | 478.82%-475.4pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,030 | $5,197-60.9% | $4,350-53.3% | $6,342-68.0% |
| Admin fee / account holder | $129,505 | $6,899+1777.1% | $5,538+2238.3% | $12,315+951.6% |