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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 | $18,682 | $156,963-88.1% | $121,204-84.6% | $139,466-86.6% |
| Participation rate | 11.1% | 76.5%-65.3pp | 69.5%-58.4pp | 80.3%-69.2pp |
| Annual return | 2.39% | 1476.75%-1474.4pp | 987.18%-984.8pp | 373.66%-371.3pp |
| Employer contribution / active EE | $234 | $5,544-95.8% | $4,170-94.4% | $4,754-95.1% |
| Participant deferral / active EE | $293 | $4,848-94.0% | $4,083-92.8% | $6,712-95.6% |
| Admin fee / account holder | $2,319 | $6,953-66.6% | $5,651-59.0% | $11,409-79.7% |