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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 | $76,115 | $138,102-44.9% | $125,381-39.3% | $134,532-43.4% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -28.23% | 750.73%-779.0pp | 572.31%-600.5pp | 418.27%-446.5pp |
| Employer contribution / active EE | $2,690 | $5,245-48.7% | $4,815-44.1% | $4,741-43.3% |
| Participant deferral / active EE | $4,607 | $7,801-40.9% | $7,448-38.1% | $6,401-28.0% |
| Admin fee / account holder | $10,785 | $11,568-6.8% | $10,007+7.8% | $11,429-5.6% |