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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 | $48,824 | $82,314-40.7% | $68,808-29.0% | $134,532-63.7% |
| Participation rate | 0.0% | 75.1%-75.1pp | 69.0%-69.0pp | 81.2%-81.2pp |
| Annual return | -21.39% | -2.18%-19.2pp | -6.37%-15.0pp | 418.27%-439.7pp |
| Employer contribution / active EE | $1,688 | $3,301-48.9% | $2,656-36.4% | $4,741-64.4% |
| Participant deferral / active EE | $3,318 | $4,740-30.0% | $3,942-15.8% | $6,401-48.2% |
| Admin fee / account holder | $25,847 | $6,484+298.6% | $4,936+423.7% | $11,429+126.2% |