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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 | $29,143 | $80,812-63.9% | $160,784-81.9% | $82,448-64.7% |
| Participation rate | 0.0% | 66.2%-66.2pp | 77.0%-77.0pp | 68.1%-68.1pp |
| Annual return | 5.03% | 100.59%-95.6pp | 1803.92%-1798.9pp | 41.64%-36.6pp |
| Employer contribution / active EE | $7,543 | $2,174+247.0% | $3,733+102.1% | $2,551+195.7% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $6,293-100.0% | $4,139-100.0% |
| Admin fee / account holder | $380 | $7,695-95.1% | $9,717-96.1% | $7,234-94.8% |