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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 | $64,342 | $72,446-11.2% | $67,561-4.8% | $145,877-55.9% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 5.96% | 7211.98%-7206.0pp | 3525.44%-3519.5pp | 551.28%-545.3pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,181 | $4,785-54.4% | $4,003-45.5% | $6,691-67.4% |
| Admin fee / account holder | $411,049 | $5,541+7318.2% | $4,006+10161.9% | $13,402+2967.0% |