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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 | $89,275 | $76,519+16.7% | $56,025+59.3% | $145,897-38.8% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 4.48% | 3017.03%-3012.6pp | 1712.69%-1708.2pp | 552.29%-547.8pp |
| Employer contribution / active EE | $1,464 | $1,383+5.8% | $1,042+40.6% | $4,663-68.6% |
| Participant deferral / active EE | $2,777 | $2,624+5.8% | $1,955+42.1% | $6,689-58.5% |
| Admin fee / account holder | $80,442 | $3,331+2315.1% | $2,828+2744.2% | $13,390+500.7% |