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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 | $16,485 | $84,236-80.4% | $170,435-90.3% | $70,126-76.5% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 14.81% | 23.06%-8.2pp | 205.94%-191.1pp | 73.15%-58.3pp |
| Employer contribution / active EE | $877 | $3,387-74.1% | $5,432-83.8% | $2,343-62.5% |
| Participant deferral / active EE | $2,197 | $3,086-28.8% | $4,939-55.5% | $3,332-34.0% |
| Admin fee / account holder | $4,546 | $5,698-20.2% | $13,881-67.2% | $4,645-2.1% |