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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 | $10,746 | $77,920-86.2% | $149,723-92.8% | $75,177-85.7% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 17.22% | 31.72%-14.5pp | 134.50%-117.3pp | 160.75%-143.5pp |
| Employer contribution / active EE | $561 | $3,138-82.1% | $4,821-88.4% | $2,671-79.0% |
| Participant deferral / active EE | $1,008 | $3,411-70.5% | $5,682-82.3% | $4,126-75.6% |
| Admin fee / account holder | $1,887 | $5,951-68.3% | $13,215-85.7% | $5,651-66.6% |