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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 | $4,694 | $76,608-93.9% | $56,077-91.6% | $145,877-96.8% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | -0.05% | 3009.59%-3009.6pp | 1709.28%-1709.3pp | 551.28%-551.3pp |
| Employer contribution / active EE | $427 | $1,382-69.1% | $1,040-58.9% | $4,663-90.8% |
| Participant deferral / active EE | $1,202 | $2,624-54.2% | $1,954-38.5% | $6,691-82.0% |
| Admin fee / account holder | $4,657 | $3,325+40.0% | $2,825+64.8% | $13,402-65.3% |