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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 | $113,211 | $48,300+134.4% | $40,145,923-99.7% | $62,881+80.0% |
| Participation rate | 24.5% | 62.0%-37.6pp | 68.4%-43.9pp | 69.3%-44.8pp |
| Annual return | -4.70% | 6.95%-11.7pp | 5.24%-9.9pp | 20.14%-24.8pp |
| Employer contribution / active EE | $496 | $1,333-62.8% | $1,844-73.1% | $2,281-78.3% |
| Participant deferral / active EE | $1,287 | $2,388-46.1% | $2,591-50.3% | $3,203-59.8% |
| Admin fee / account holder | $2,145 | $2,919-26.5% | $2,903-26.1% | $4,296-50.1% |