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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 | $27,875 | $50,554-44.9% | $67,681-58.8% | $87,485-68.1% |
| Participation rate | 38.9% | 67.7%-28.8pp | 73.7%-34.8pp | 68.9%-30.0pp |
| Annual return | 9.47% | 17.81%-8.3pp | 590.58%-581.1pp | 26.06%-16.6pp |
| Employer contribution / active EE | $1,031 | $1,988-48.2% | $2,678-61.5% | $2,596-60.3% |
| Participant deferral / active EE | $1,446 | $2,961-51.2% | $3,976-63.6% | $4,274-66.2% |
| Admin fee / account holder | $8,959 | $4,132+116.8% | $6,100+46.9% | $7,775+15.2% |