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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 | $60,119+59.5% | $90,430+6.0% | $79,858+20.1% |
| Participation rate | 67.3% | 65.0%+2.3pp | 72.7%-5.4pp | 69.6%-2.4pp |
| Annual return | 3.61% | 71.94%-68.3pp | 1293.73%-1290.1pp | 31.72%-28.1pp |
| Employer contribution / active EE | $3,604 | $2,068+74.3% | $3,262+10.5% | $2,471+45.9% |
| Participant deferral / active EE | $4,840 | $2,938+64.7% | $3,963+22.1% | $3,740+29.4% |
| Admin fee / account holder | $13,372 | $3,976+236.3% | $5,613+138.2% | $5,306+152.0% |