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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 | $74,978 | $81,276-7.7% | $155,574-51.8% | $80,925-7.3% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | -104.74% | 33.36%-138.1pp | 64.87%-169.6pp | 35.65%-140.4pp |
| Employer contribution / active EE | $2,176 | $3,103-29.9% | $4,676-53.5% | $2,756-21.1% |
| Participant deferral / active EE | $4,339 | $3,453+25.7% | $5,629-22.9% | $4,299+0.9% |
| Admin fee / account holder | $171,235 | $7,993+2042.2% | $15,914+976.0% | $6,940+2367.3% |