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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 | $17,620 | $77,638-77.3% | $156,551-88.7% | $62,881-72.0% |
| Participation rate | 53.8% | 71.2%-17.4pp | 84.0%-30.2pp | 69.3%-15.5pp |
| Annual return | 8.61% | 50.33%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $621 | $3,444-82.0% | $5,501-88.7% | $2,281-72.8% |
| Participant deferral / active EE | $1,525 | $3,046-49.9% | $4,871-68.7% | $3,203-52.4% |
| Admin fee / account holder | $409 | $5,561-92.6% | $13,028-96.9% | $4,296-90.5% |