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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 | $78,524 | $92,743-15.3% | $82,744-5.1% | $134,532-41.6% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -24.78% | 946.63%-971.4pp | 702.22%-727.0pp | 418.27%-443.0pp |
| Employer contribution / active EE | $19,941 | $3,273+509.3% | $3,008+562.9% | $4,741+320.6% |
| Participant deferral / active EE | $27,000 | $4,802+462.3% | $4,395+514.4% | $6,401+321.8% |
| Admin fee / account holder | $34,034 | $5,977+469.4% | $5,325+539.2% | $11,429+197.8% |