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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 | $16,998 | $48,300-64.8% | $40,145,923-100.0% | $62,881-73.0% |
| Participation rate | 47.8% | 62.0%-14.3pp | 68.4%-20.6pp | 69.3%-21.5pp |
| Annual return | 3.16% | 6.95%-3.8pp | 5.24%-2.1pp | 20.14%-17.0pp |
| Employer contribution / active EE | $433 | $1,333-67.5% | $1,844-76.5% | $2,281-81.0% |
| Participant deferral / active EE | $1,437 | $2,388-39.8% | $2,591-44.5% | $3,203-55.1% |
| Admin fee / account holder | $801 | $2,919-72.6% | $2,903-72.4% | $4,296-81.4% |