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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 | $18,143 | $46,360-60.9% | $147,617-87.7% | $52,331-65.3% |
| Participation rate | 55.3% | 64.9%-9.7pp | 84.6%-29.3pp | 68.1%-12.8pp |
| Annual return | 0.48% | 1.62%-1.1pp | 61.98%-61.5pp | 4.54%-4.1pp |
| Employer contribution / active EE | $434 | $2,126-79.6% | $5,564-92.2% | $1,882-76.9% |
| Participant deferral / active EE | $1,172 | $2,258-48.1% | $4,895-76.1% | $3,022-61.2% |
| Admin fee / account holder | $4,011 | $766+423.7% | $11,612-65.5% | $592+578.0% |