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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 | $36,656 | $51,184-28.4% | $66,439-44.8% | $86,983-57.9% |
| Participation rate | 25.4% | 68.5%-43.1pp | 74.5%-49.1pp | 69.5%-44.1pp |
| Annual return | 17.67% | 17.07%+0.6pp | 757.66%-740.0pp | 25.83%-8.2pp |
| Employer contribution / active EE | $483 | $2,023-76.1% | $2,637-81.7% | $2,584-81.3% |
| Participant deferral / active EE | $1,017 | $2,927-65.2% | $3,876-73.8% | $4,194-75.7% |
| Admin fee / account holder | $2,176 | $4,154-47.6% | $6,173-64.8% | $7,856-72.3% |