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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 | $46,884 | $48,300-2.9% | $40,145,923-99.9% | $62,881-25.4% |
| Participation rate | 64.0% | 62.0%+2.0pp | 68.4%-4.4pp | 69.3%-5.3pp |
| Annual return | 3.04% | 6.95%-3.9pp | 5.24%-2.2pp | 20.14%-17.1pp |
| Employer contribution / active EE | $1,108 | $1,333-16.9% | $1,844-39.9% | $2,281-51.4% |
| Participant deferral / active EE | $2,296 | $2,388-3.9% | $2,591-11.4% | $3,203-28.3% |
| Admin fee / account holder | $7,153 | $2,919+145.1% | $2,903+146.4% | $4,296+66.5% |