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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 | $97,277 | $75,935+28.1% | $60,547+60.7% | $125,389-22.4% |
| Participation rate | 0.0% | 76.5%-76.5pp | 68.0%-68.0pp | 83.2%-83.2pp |
| Annual return | -39.86% | -5.38%-34.5pp | 335.64%-375.5pp | 282.24%-322.1pp |
| Employer contribution / active EE | $682 | $3,438-80.2% | $2,419-71.8% | $4,866-86.0% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,955 | $6,768-12.0% | $4,536+31.3% | $9,541-37.6% |