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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 | $30,586 | $61,391-50.2% | $149,723-79.6% | $71,529-57.2% |
| Participation rate | 19.7% | 62.5%-42.9pp | 78.8%-59.1pp | 67.9%-48.3pp |
| Annual return | 16.73% | 35.88%-19.1pp | 134.50%-117.8pp | 28.97%-12.2pp |
| Employer contribution / active EE | $457 | $2,384-80.8% | $4,821-90.5% | $2,590-82.4% |
| Participant deferral / active EE | $1,142 | $2,921-60.9% | $5,682-79.9% | $4,291-73.4% |
| Admin fee / account holder | $11,659 | $1,264+822.2% | $13,215-11.8% | $1,588+633.9% |