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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 | $19,938 | $62,672-68.2% | $185,117-89.2% | $70,126-71.6% |
| Participation rate | 54.3% | 63.8%-9.4pp | 77.3%-22.9pp | 69.5%-15.2pp |
| Annual return | 13.72% | 40.79%-27.1pp | 40.50%-26.8pp | 73.15%-59.4pp |
| Employer contribution / active EE | $380 | $1,753-78.3% | $4,182-90.9% | $2,343-83.8% |
| Participant deferral / active EE | $1,522 | $3,272-53.5% | $5,045-69.8% | $3,332-54.3% |
| Admin fee / account holder | $5,450 | $3,932+38.6% | $8,159-33.2% | $4,645+17.3% |