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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,583 | $61,391-69.7% | $149,723-87.6% | $71,529-74.0% |
| Participation rate | 55.8% | 62.5%-6.7pp | 78.8%-23.0pp | 67.9%-12.1pp |
| Annual return | 14.14% | 35.88%-21.7pp | 134.50%-120.4pp | 28.97%-14.8pp |
| Employer contribution / active EE | $626 | $2,384-73.8% | $4,821-87.0% | $2,590-75.8% |
| Participant deferral / active EE | $955 | $2,921-67.3% | $5,682-83.2% | $4,291-77.7% |
| Admin fee / account holder | $3,895 | $1,264+208.1% | $13,215-70.5% | $1,588+145.2% |