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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 | $83,796 | $57,305+46.2% | $86,640-3.3% | $75,173+11.5% |
| Participation rate | 69.2% | 63.2%+6.0pp | 71.7%-2.5pp | 67.2%+2.0pp |
| Annual return | -1.51% | 2674.24%-2675.7pp | 592.52%-594.0pp | 160.72%-162.2pp |
| Employer contribution / active EE | $2,917 | $2,316+25.9% | $3,024-3.5% | $2,671+9.2% |
| Participant deferral / active EE | $7,168 | $3,320+115.9% | $4,438+61.5% | $4,126+73.7% |
| Admin fee / account holder | $1,947 | $4,116-52.7% | $5,616-65.3% | $5,651-65.5% |