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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 | $27,933 | $92,219-69.7% | $76,767-63.6% | $135,380-79.4% |
| Participation rate | 0.0% | 79.8%-79.8pp | 77.0%-77.0pp | 82.6%-82.6pp |
| Annual return | -10.38% | 5.46%-15.8pp | 2.43%-12.8pp | 519.81%-530.2pp |
| Employer contribution / active EE | $1,982 | $3,216-38.4% | $2,485-20.2% | $4,779-58.5% |
| Participant deferral / active EE | $4,674 | $4,508+3.7% | $3,852+21.4% | $5,609-16.7% |
| Admin fee / account holder | $968 | $10,749-91.0% | $6,675-85.5% | $10,828-91.1% |