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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 | $11,085 | $76,608-85.5% | $56,077-80.2% | $145,877-92.4% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 3.91% | 3009.59%-3005.7pp | 1709.28%-1705.4pp | 551.28%-547.4pp |
| Employer contribution / active EE | $320 | $1,382-76.8% | $1,040-69.2% | $4,663-93.1% |
| Participant deferral / active EE | $527 | $2,624-79.9% | $1,954-73.0% | $6,691-92.1% |
| Admin fee / account holder | $41,073 | $3,325+1135.3% | $2,825+1354.0% | $13,402+206.5% |