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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 | $10,343 | $162,529-93.6% | $130,788-92.1% | $154,746-93.3% |
| Participation rate | 0.0% | 75.9%-75.9pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | -5.14% | 510.48%-515.6pp | 386.44%-391.6pp | 172.34%-177.5pp |
| Employer contribution / active EE | $4,027 | $4,447-9.5% | $3,558+13.2% | $4,379-8.1% |
| Participant deferral / active EE | $1,854 | $4,808-61.4% | $4,137-55.2% | $6,730-72.5% |
| Admin fee / account holder | $5,717 | $7,669-25.5% | $6,673-14.3% | $14,365-60.2% |