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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 | $45,629 | $45,343+0.6% | $150,298-69.6% | $67,986-32.9% |
| Participation rate | 36.6% | 51.9%-15.2pp | 77.8%-41.1pp | 57.2%-20.6pp |
| Annual return | 13.06% | 33.28%-20.2pp | 62.79%-49.7pp | 31.67%-18.6pp |
| Employer contribution / active EE | $501 | $1,462-65.7% | $4,154-87.9% | $2,019-75.2% |
| Participant deferral / active EE | $655 | $2,055-68.1% | $5,453-88.0% | $3,358-80.5% |
| Admin fee / account holder | $6,950 | $2,250+208.9% | $14,116-50.8% | $3,203+117.0% |