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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 | $100,059 | $48,300+107.2% | $40,145,923-99.8% | $62,881+59.1% |
| Participation rate | 63.0% | 62.0%+0.9pp | 68.4%-5.4pp | 69.3%-6.3pp |
| Annual return | 4.05% | 6.95%-2.9pp | 5.24%-1.2pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,803 | $1,333+35.3% | $1,844-2.2% | $2,281-20.9% |
| Participant deferral / active EE | $4,649 | $2,388+94.7% | $2,591+79.4% | $3,203+45.1% |
| Admin fee / account holder | $15,697 | $2,919+437.8% | $2,903+440.6% | $4,296+265.4% |