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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 | $104,748 | $167,362-37.4% | $143,799-27.2% | $134,532-22.1% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -30.10% | 0.47%-30.6pp | -0.04%-30.1pp | 418.27%-448.4pp |
| Employer contribution / active EE | $2,124 | $5,620-62.2% | $4,952-57.1% | $4,741-55.2% |
| Participant deferral / active EE | $2,286 | $6,447-64.5% | $5,638-59.5% | $6,401-64.3% |
| Admin fee / account holder | $3,790 | $18,094-79.1% | $14,677-74.2% | $11,429-66.8% |