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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 | $92,281 | $57,590+60.2% | $86,233+7.0% | $82,448+11.9% |
| Participation rate | 62.1% | 57.9%+4.2pp | 69.0%-6.9pp | 68.1%-6.0pp |
| Annual return | 10.59% | 22.41%-11.8pp | 61.39%-50.8pp | 41.64%-31.1pp |
| Employer contribution / active EE | $972 | $1,655-41.3% | $2,504-61.2% | $2,551-61.9% |
| Participant deferral / active EE | $5,357 | $3,080+73.9% | $4,559+17.5% | $4,139+29.4% |
| Admin fee / account holder | $22,302 | $4,730+371.5% | $8,342+167.3% | $7,234+208.3% |