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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 | $18,766 | $45,050-58.3% | $63,018-70.2% | $70,126-73.2% |
| Participation rate | 48.1% | 69.5%-21.5pp | 74.8%-26.8pp | 69.5%-21.5pp |
| Annual return | 21.17% | 18.76%+2.4pp | 87.62%-66.4pp | 73.15%-52.0pp |
| Employer contribution / active EE | $957 | $2,052-53.4% | $2,761-65.3% | $2,343-59.2% |
| Participant deferral / active EE | $1,447 | $2,466-41.3% | $3,330-56.5% | $3,332-56.6% |
| Admin fee / account holder | $1,342 | $2,834-52.6% | $3,601-62.7% | $4,645-71.1% |