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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 | $86,373 | $58,234+48.3% | $81,783+5.6% | $80,874+6.8% |
| Participation rate | 60.0% | 63.4%-3.4pp | 72.4%-12.4pp | 67.6%-7.6pp |
| Annual return | 9.83% | 41.70%-31.9pp | 775.05%-765.2pp | 35.62%-25.8pp |
| Employer contribution / active EE | $4,042 | $2,341+72.6% | $2,913+38.8% | $2,756+46.7% |
| Participant deferral / active EE | $2,944 | $3,283-10.3% | $4,320-31.9% | $4,297-31.5% |
| Admin fee / account holder | $10,237 | $4,982+105.5% | $7,380+38.7% | $6,935+47.6% |