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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 | $99,431 | $57,305+73.5% | $86,640+14.8% | $75,173+32.3% |
| Participation rate | 54.4% | 63.2%-8.8pp | 71.7%-17.3pp | 67.2%-12.8pp |
| Annual return | 11.34% | 2674.24%-2662.9pp | 592.52%-581.2pp | 160.72%-149.4pp |
| Employer contribution / active EE | $1,969 | $2,316-15.0% | $3,024-34.9% | $2,671-26.3% |
| Participant deferral / active EE | $4,058 | $3,320+22.2% | $4,438-8.6% | $4,126-1.7% |
| Admin fee / account holder | $4,301 | $4,116+4.5% | $5,616-23.4% | $5,651-23.9% |