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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 | $86,174 | $209,422-58.9% | $178,503-51.7% | $158,982-45.8% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | -18.46% | 188.81%-207.3pp | 151.12%-169.6pp | 302.99%-321.4pp |
| Employer contribution / active EE | $1,398 | $5,707-75.5% | $5,011-72.1% | $4,763-70.6% |
| Participant deferral / active EE | $3,703 | $5,955-37.8% | $5,202-28.8% | $5,983-38.1% |
| Admin fee / account holder | $1,883 | $17,079-89.0% | $13,987-86.5% | $11,252-83.3% |