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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 | $89,069 | $96,643-7.8% | $86,617+2.8% | $139,456-36.1% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 6.55% | 106.57%-100.0pp | 591.91%-585.4pp | 373.45%-366.9pp |
| Employer contribution / active EE | $2,772 | $3,264-15.1% | $3,023-8.3% | $4,753-41.7% |
| Participant deferral / active EE | $4,077 | $4,835-15.7% | $4,437-8.1% | $6,711-39.3% |
| Admin fee / account holder | $352,441 | $6,406+5401.7% | $5,613+6179.3% | $11,407+2989.7% |