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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 | $40,621 | $154,228-73.7% | $145,433-72.1% | $137,256-70.4% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | -51.59% | 74.59%-126.2pp | 66.58%-118.2pp | 220.34%-271.9pp |
| Employer contribution / active EE | $17,516 | $4,804+264.6% | $4,554+284.6% | $4,156+321.5% |
| Participant deferral / active EE | $15,727 | $8,216+91.4% | $7,897+99.1% | $6,407+145.5% |
| Admin fee / account holder | $1,344,427 | $14,344+9273.0% | $13,129+10140.1% | $12,270+10856.9% |