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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 | $12,325 | $45,041-72.6% | $63,003-80.4% | $70,131-82.4% |
| Participation rate | 58.3% | 69.5%-11.2pp | 74.8%-16.5pp | 69.5%-11.2pp |
| Annual return | 17.70% | 18.76%-1.1pp | 87.59%-69.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,018 | $2,052-50.4% | $2,760-63.1% | $2,342-56.6% |
| Participant deferral / active EE | $1,715 | $2,465-30.4% | $3,329-48.5% | $3,332-48.5% |
| Admin fee / account holder | $3,344 | $2,836+17.9% | $3,600-7.1% | $4,645-28.0% |