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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 | $37,265 | $167,353-77.7% | $143,797-74.1% | $134,545-72.3% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -41.22% | 0.48%-41.7pp | -0.04%-41.2pp | 418.37%-459.6pp |
| Employer contribution / active EE | $13,373 | $5,620+137.9% | $4,952+170.0% | $4,742+182.0% |
| Participant deferral / active EE | $22,422 | $6,447+247.8% | $5,638+297.7% | $6,401+250.3% |
| Admin fee / account holder | $500 | $18,096-97.2% | $14,679-96.6% | $11,431-95.6% |