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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 | $17,555 | $104,650-83.2% | $83,854-79.1% | $155,188-88.7% |
| Participation rate | 40.9% | 65.1%-24.2pp | 59.1%-18.2pp | 80.8%-39.9pp |
| Annual return | 4.22% | 28.97%-24.8pp | 31.39%-27.2pp | 148.84%-144.6pp |
| Employer contribution / active EE | $813 | $1,196-32.0% | $1,017-20.0% | $4,248-80.9% |
| Participant deferral / active EE | $1,521 | $2,367-35.7% | $2,035-25.3% | $6,531-76.7% |
| Admin fee / account holder | $9,754 | $3,518+177.2% | $3,197+205.1% | $14,480-32.6% |