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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 | $18,105 | $77,638-76.7% | $156,551-88.4% | $62,881-71.2% |
| Participation rate | 59.6% | 71.2%-11.6pp | 84.0%-24.4pp | 69.3%-9.7pp |
| Annual return | 13.69% | 50.33%-36.6pp | 32.23%-18.5pp | 20.14%-6.5pp |
| Employer contribution / active EE | $883 | $3,444-74.4% | $5,501-83.9% | $2,281-61.3% |
| Participant deferral / active EE | $2,295 | $3,046-24.7% | $4,871-52.9% | $3,203-28.4% |
| Admin fee / account holder | $12,334 | $5,561+121.8% | $13,028-5.3% | $4,296+187.1% |