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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 | $84,485 | $39,798+112.3% | $67,704+24.8% | $59,633+41.7% |
| Participation rate | 65.1% | 57.4%+7.7pp | 67.5%-2.4pp | 68.7%-3.6pp |
| Annual return | -11.12% | 89.94%-101.1pp | 25.41%-36.5pp | 2041.45%-2052.6pp |
| Employer contribution / active EE | $2,602 | $1,393+86.8% | $2,559+1.7% | $2,203+18.1% |
| Participant deferral / active EE | $5,178 | $2,335+121.8% | $3,585+44.4% | $3,192+62.2% |
| Admin fee / account holder | $3,055 | $3,212-4.9% | $4,255-28.2% | $4,297-28.9% |