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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 | $47,364 | $48,570-2.5% | $130,660-63.7% | $72,976-35.1% |
| Participation rate | 56.0% | 58.6%-2.6pp | 71.7%-15.7pp | 69.5%-13.5pp |
| Annual return | 12.66% | 38.63%-26.0pp | 1709.29%-1696.6pp | 81.02%-68.4pp |
| Employer contribution / active EE | $1,125 | $1,334-15.7% | $4,092-72.5% | $2,440-53.9% |
| Participant deferral / active EE | $2,107 | $2,384-11.6% | $3,603-41.5% | $3,608-41.6% |
| Admin fee / account holder | $21,612 | $3,549+509.0% | $5,463+295.6% | $5,124+321.8% |