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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 | $167,030-93.8% | $135,768-92.4% | $155,188-93.3% |
| Participation rate | 0.0% | 76.2%-76.2pp | 71.1%-71.1pp | 80.8%-80.8pp |
| Annual return | -5.14% | 678.39%-683.5pp | 526.10%-531.2pp | 148.84%-154.0pp |
| Employer contribution / active EE | $4,027 | $4,132-2.6% | $3,394+18.6% | $4,248-5.2% |
| Participant deferral / active EE | $1,854 | $4,528-59.1% | $3,977-53.4% | $6,531-71.6% |
| Admin fee / account holder | $5,717 | $8,172-30.0% | $7,048-18.9% | $14,480-60.5% |