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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 | $23,001 | $34,316-33.0% | $74,719-69.2% | $72,983-68.5% |
| Participation rate | 43.8% | 42.4%+1.3pp | 54.5%-10.7pp | 69.5%-25.7pp |
| Annual return | 20.96% | 26.58%-5.6pp | 753.05%-732.1pp | 81.01%-60.0pp |
| Employer contribution / active EE | $352 | $692-49.2% | $1,084-67.6% | $2,440-85.6% |
| Participant deferral / active EE | $540 | $1,272-57.5% | $1,963-72.5% | $3,608-85.0% |
| Admin fee / account holder | $5,785 | $2,125+172.3% | $3,334+73.5% | $5,124+12.9% |