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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 | $13,797 | $50,554-72.7% | $67,681-79.6% | $87,485-84.2% |
| Participation rate | 33.3% | 67.7%-34.4pp | 73.7%-40.4pp | 68.9%-35.6pp |
| Annual return | 7.82% | 17.81%-10.0pp | 590.58%-582.8pp | 26.06%-18.2pp |
| Employer contribution / active EE | $600 | $1,988-69.8% | $2,678-77.6% | $2,596-76.9% |
| Participant deferral / active EE | $2,075 | $2,961-29.9% | $3,976-47.8% | $4,274-51.4% |
| Admin fee / account holder | $33,426 | $4,132+708.9% | $6,100+448.0% | $7,775+329.9% |