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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 | $19,838 | $167,352-88.1% | $143,788-86.2% | $134,509-85.3% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -72.55% | 0.47%-73.0pp | -0.03%-72.5pp | 418.13%-490.7pp |
| Employer contribution / active EE | $2,668 | $5,620-52.5% | $4,952-46.1% | $4,741-43.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $937 | $18,091-94.8% | $14,675-93.6% | $11,427-91.8% |