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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 | $28,022 | $78,690-64.4% | $161,489-82.6% | $87,485-68.0% |
| Participation rate | 55.9% | 67.5%-11.6pp | 78.7%-22.8pp | 68.9%-13.0pp |
| Annual return | 16.05% | 32.74%-16.7pp | 89.72%-73.7pp | 26.06%-10.0pp |
| Employer contribution / active EE | $1,002 | $2,588-61.3% | $4,268-76.5% | $2,596-61.4% |
| Participant deferral / active EE | $1,489 | $3,311-55.0% | $5,630-73.5% | $4,274-65.1% |
| Admin fee / account holder | $666 | $6,724-90.1% | $16,006-95.8% | $7,775-91.4% |