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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 | $28,515 | $61,815-53.9% | $97,295-70.7% | $80,959-64.8% |
| Participation rate | 48.5% | 63.5%-15.0pp | 72.7%-24.2pp | 67.7%-19.2pp |
| Annual return | 13.63% | -558.73%+572.4pp | 75.62%-62.0pp | 35.67%-22.0pp |
| Employer contribution / active EE | $880 | $1,836-52.1% | $2,723-67.7% | $2,757-68.1% |
| Participant deferral / active EE | $2,537 | $3,027-16.2% | $4,264-40.5% | $4,300-41.0% |
| Admin fee / account holder | $1,481 | $5,166-71.3% | $5,646-73.8% | $6,925-78.6% |