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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 | $20,864 | $176,402-88.2% | $134,155-84.4% | $158,950-86.9% |
| Participation rate | 20.8% | 78.7%-57.9pp | 72.2%-51.4pp | 82.0%-61.1pp |
| Annual return | 0.28% | 63.66%-63.4pp | 36.34%-36.1pp | 302.91%-302.6pp |
| Employer contribution / active EE | $123 | $5,042-97.6% | $3,705-96.7% | $4,762-97.4% |
| Participant deferral / active EE | $292 | $4,093-92.9% | $3,500-91.6% | $5,983-95.1% |
| Admin fee / account holder | $427 | $8,719-95.1% | $6,685-93.6% | $11,248-96.2% |