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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 | $96,678-7.9% | $86,640+2.8% | $139,466-36.1% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 6.55% | 106.69%-100.1pp | 592.52%-586.0pp | 373.66%-367.1pp |
| Employer contribution / active EE | $2,772 | $3,265-15.1% | $3,024-8.3% | $4,754-41.7% |
| Participant deferral / active EE | $4,077 | $4,837-15.7% | $4,438-8.1% | $6,712-39.3% |
| Admin fee / account holder | $352,441 | $6,410+5398.4% | $5,616+6176.0% | $11,409+2989.2% |