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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 | $88,754-33.4% | $81,820-27.8% | $145,877-59.5% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | -42.66% | 1031.77%-1074.4pp | 777.93%-820.6pp | 551.28%-593.9pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,955 | $4,648+6.6% | $4,323+14.6% | $6,691-25.9% |
| Admin fee / account holder | $79,046 | $8,424+838.4% | $7,391+969.6% | $13,402+489.8% |