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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 | $34,402 | $76,407-55.0% | $150,298-77.1% | $82,448-58.3% |
| Participation rate | 0.0% | 66.4%-66.4pp | 77.8%-77.8pp | 68.1%-68.1pp |
| Annual return | -97.37% | 39.99%-137.4pp | 62.79%-160.2pp | 41.64%-139.0pp |
| Employer contribution / active EE | $417 | $2,614-84.1% | $4,154-90.0% | $2,551-83.7% |
| Participant deferral / active EE | $2,605 | $3,214-19.0% | $5,453-52.2% | $4,139-37.1% |
| Admin fee / account holder | $56,399 | $6,352+787.9% | $14,116+299.5% | $7,234+679.6% |