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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 | $49,279 | $48,300+2.0% | $40,145,923-99.9% | $62,881-21.6% |
| Participation rate | 64.4% | 62.0%+2.4pp | 68.4%-4.0pp | 69.3%-4.9pp |
| Annual return | 4.19% | 6.95%-2.8pp | 5.24%-1.0pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,136 | $1,333-14.8% | $1,844-38.4% | $2,281-50.2% |
| Participant deferral / active EE | $2,057 | $2,388-13.8% | $2,591-20.6% | $3,203-35.8% |
| Admin fee / account holder | $575 | $2,919-80.3% | $2,903-80.2% | $4,296-86.6% |