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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 | $56,200 | $72,486-22.5% | $87,103-35.5% | $72,976-23.0% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | -84.69% | 24.46%-109.2pp | 28.19%-112.9pp | 81.02%-165.7pp |
| Employer contribution / active EE | $597 | $1,894-68.5% | $2,521-76.3% | $2,440-75.5% |
| Participant deferral / active EE | $2,553 | $3,270-21.9% | $4,049-36.9% | $3,608-29.2% |
| Admin fee / account holder | $72,656 | $5,055+1337.4% | $7,491+869.8% | $5,124+1317.9% |