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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 | $20,456 | $58,895-65.3% | $178,503-88.5% | $73,497-72.2% |
| Participation rate | 52.0% | 66.2%-14.3pp | 81.9%-30.0pp | 70.7%-18.7pp |
| Annual return | 14.61% | 24.86%-10.3pp | 151.12%-136.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $726 | $2,236-67.5% | $5,011-85.5% | $2,270-68.0% |
| Participant deferral / active EE | $1,107 | $2,567-56.9% | $5,202-78.7% | $3,740-70.4% |
| Admin fee / account holder | $928 | $400+131.8% | $13,987-93.4% | $513+80.9% |