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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 | $19,028 | $77,920-75.6% | $149,723-87.3% | $75,177-74.7% |
| Participation rate | 48.3% | 65.6%-17.3pp | 78.8%-30.5pp | 67.2%-18.9pp |
| Annual return | 15.71% | 31.72%-16.0pp | 134.50%-118.8pp | 160.75%-145.0pp |
| Employer contribution / active EE | $555 | $3,138-82.3% | $4,821-88.5% | $2,671-79.2% |
| Participant deferral / active EE | $1,254 | $3,411-63.2% | $5,682-77.9% | $4,126-69.6% |
| Admin fee / account holder | $1,725 | $5,951-71.0% | $13,215-86.9% | $5,651-69.5% |