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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 | $25,640 | $49,177-47.9% | $79,466-67.7% | $64,173-60.0% |
| Participation rate | 29.4% | 65.0%-35.6pp | 73.3%-43.9pp | 69.6%-40.2pp |
| Annual return | 4.37% | -1.16%+5.5pp | 718.28%-713.9pp | 7.63%-3.3pp |
| Employer contribution / active EE | $820 | $2,076-60.5% | $2,800-70.7% | $2,381-65.6% |
| Participant deferral / active EE | $1,479 | $2,821-47.6% | $3,704-60.1% | $3,470-57.4% |
| Admin fee / account holder | $3,386 | $3,839-11.8% | $5,104-33.7% | $4,887-30.7% |