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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 | $27,454 | $75,962-63.9% | $154,111-82.2% | $64,173-57.2% |
| Participation rate | 45.5% | 70.4%-25.0pp | 83.0%-37.6pp | 69.6%-24.1pp |
| Annual return | 6.77% | 30.32%-23.6pp | 735.18%-728.4pp | 7.63%-0.9pp |
| Employer contribution / active EE | $761 | $3,350-77.3% | $5,298-85.6% | $2,381-68.0% |
| Participant deferral / active EE | $1,203 | $3,175-62.1% | $5,081-76.3% | $3,470-65.3% |
| Admin fee / account holder | $1,660 | $5,589-70.3% | $13,411-87.6% | $4,887-66.0% |