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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 | $64,920 | $103,393-37.2% | $87,103-25.5% | $152,909-57.5% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.9%-76.9pp | 82.5%-82.5pp |
| Annual return | -58.23% | 28.10%-86.3pp | 28.19%-86.4pp | 345.46%-403.7pp |
| Employer contribution / active EE | $8,100 | $3,221+151.5% | $2,521+221.2% | $4,764+70.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $44,438 | $12,195+264.4% | $7,491+493.2% | $11,601+283.1% |