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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 | $95,894 | $60,139+59.5% | $90,461+6.0% | $79,856+20.1% |
| Participation rate | 67.3% | 65.0%+2.3pp | 72.7%-5.4pp | 69.6%-2.4pp |
| Annual return | 3.61% | 71.96%-68.4pp | 1294.76%-1291.2pp | 31.71%-28.1pp |
| Employer contribution / active EE | $3,604 | $2,069+74.2% | $3,264+10.4% | $2,471+45.8% |
| Participant deferral / active EE | $4,840 | $2,939+64.7% | $3,964+22.1% | $3,741+29.4% |
| Admin fee / account holder | $13,372 | $3,978+236.1% | $5,617+138.1% | $5,306+152.0% |