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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 | $5,819 | $81,749-92.9% | $58,544-90.1% | $139,456-95.8% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 5.63% | 7425.45%-7419.8pp | 4249.56%-4243.9pp | 373.45%-367.8pp |
| Employer contribution / active EE | $1,104 | $1,398-21.0% | $1,053+4.8% | $4,753-76.8% |
| Participant deferral / active EE | $7,034 | $2,555+175.3% | $1,923+265.8% | $6,711+4.8% |
| Admin fee / account holder | $35,393 | $3,272+981.6% | $2,520+1304.7% | $11,407+210.3% |