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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 | $106,052 | $65,434+62.1% | $98,483+7.7% | $85,847+23.5% |
| Participation rate | 65.8% | 65.0%+0.8pp | 73.3%-7.6pp | 69.3%-3.5pp |
| Annual return | 9.55% | 21.75%-12.2pp | 1494.38%-1484.8pp | 318.61%-309.1pp |
| Employer contribution / active EE | $3,438 | $2,169+58.5% | $2,961+16.1% | $2,565+34.0% |
| Participant deferral / active EE | $4,080 | $3,168+28.8% | $4,276-4.6% | $3,952+3.2% |
| Admin fee / account holder | $13,999 | $4,595+204.7% | $5,953+135.2% | $6,261+123.6% |