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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 | $94,572 | $63,904+48.0% | $89,340+5.9% | $67,986+39.1% |
| Participation rate | 62.2% | 54.3%+7.8pp | 69.6%-7.4pp | 57.2%+5.0pp |
| Annual return | 12.31% | 18.09%-5.8pp | 20.57%-8.3pp | 31.67%-19.4pp |
| Employer contribution / active EE | $422 | $1,627-74.0% | $2,231-81.1% | $2,019-79.1% |
| Participant deferral / active EE | $2,576 | $2,691-4.3% | $3,823-32.6% | $3,358-23.3% |
| Admin fee / account holder | $3,703 | $3,315+11.7% | $6,704-44.8% | $3,203+15.6% |