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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 | $59,073 | $88,815-33.5% | $81,882-27.9% | $145,897-59.5% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | -42.66% | 1033.75%-1076.4pp | 779.47%-822.1pp | 552.29%-594.9pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,955 | $4,647+6.6% | $4,323+14.6% | $6,689-25.9% |
| Admin fee / account holder | $79,046 | $8,434+837.2% | $7,360+974.1% | $13,390+490.3% |