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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 | $90,209 | $57,305+57.4% | $86,640+4.1% | $75,173+20.0% |
| Participation rate | 68.0% | 63.2%+4.8pp | 71.7%-3.7pp | 67.2%+0.8pp |
| Annual return | 13.40% | 2674.24%-2660.8pp | 592.52%-579.1pp | 160.72%-147.3pp |
| Employer contribution / active EE | $2,204 | $2,316-4.8% | $3,024-27.1% | $2,671-17.5% |
| Participant deferral / active EE | $6,719 | $3,320+102.4% | $4,438+51.4% | $4,126+62.8% |
| Admin fee / account holder | $1,855 | $4,116-54.9% | $5,616-67.0% | $5,651-67.2% |