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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 | $5,059 | $76,519-93.4% | $56,025-91.0% | $145,897-96.5% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | -8.80% | 3017.03%-3025.8pp | 1712.69%-1721.5pp | 552.29%-561.1pp |
| Employer contribution / active EE | $252 | $1,383-81.8% | $1,042-75.8% | $4,663-94.6% |
| Participant deferral / active EE | $526 | $2,624-80.0% | $1,955-73.1% | $6,689-92.1% |
| Admin fee / account holder | $4,309 | $3,331+29.4% | $2,828+52.4% | $13,390-67.8% |