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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 | $47,360 | $50,554-6.3% | $67,681-30.0% | $87,485-45.9% |
| Participation rate | 18.9% | 67.7%-48.9pp | 73.7%-54.9pp | 68.9%-50.1pp |
| Annual return | 15.32% | 17.81%-2.5pp | 590.58%-575.3pp | 26.06%-10.7pp |
| Employer contribution / active EE | $735 | $1,988-63.0% | $2,678-72.6% | $2,596-71.7% |
| Participant deferral / active EE | $1,758 | $2,961-40.6% | $3,976-55.8% | $4,274-58.9% |
| Admin fee / account holder | $6,642 | $4,132+60.7% | $6,100+8.9% | $7,775-14.6% |