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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 | $15,546 | $51,184-69.6% | $66,439-76.6% | $86,983-82.1% |
| Participation rate | 62.1% | 68.5%-6.4pp | 74.5%-12.4pp | 69.5%-7.5pp |
| Annual return | 16.80% | 17.07%-0.3pp | 757.66%-740.9pp | 25.83%-9.0pp |
| Employer contribution / active EE | $728 | $2,023-64.0% | $2,637-72.4% | $2,584-71.8% |
| Participant deferral / active EE | $1,255 | $2,927-57.1% | $3,876-67.6% | $4,194-70.1% |
| Admin fee / account holder | $1,726 | $4,154-58.5% | $6,173-72.0% | $7,856-78.0% |