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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 | $89,299 | $48,300+84.9% | $40,145,923-99.8% | $62,881+42.0% |
| Participation rate | 53.5% | 62.0%-8.6pp | 68.4%-14.9pp | 69.3%-15.8pp |
| Annual return | 3.84% | 6.95%-3.1pp | 5.24%-1.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $980 | $1,333-26.5% | $1,844-46.9% | $2,281-57.1% |
| Participant deferral / active EE | $2,141 | $2,388-10.3% | $2,591-17.3% | $3,203-33.1% |
| Admin fee / account holder | $7,630 | $2,919+161.4% | $2,903+162.8% | $4,296+77.6% |