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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 | $4,063 | $76,634-94.7% | $56,054-92.8% | $145,978-97.2% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 4.90% | 3004.33%-2999.4pp | 1705.95%-1701.0pp | 550.52%-545.6pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,085 | $2,622-58.6% | $1,952-44.4% | $6,690-83.8% |
| Admin fee / account holder | $10,874 | $3,321+227.4% | $2,822+285.3% | $13,400-18.9% |