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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 | $19,464 | $58,888-66.9% | $178,499-89.1% | $73,493-73.5% |
| Participation rate | 58.4% | 66.2%-7.8pp | 81.9%-23.5pp | 70.7%-12.3pp |
| Annual return | 17.53% | 24.86%-7.3pp | 151.10%-133.6pp | 28.51%-11.0pp |
| Employer contribution / active EE | $616 | $2,236-72.4% | $5,011-87.7% | $2,270-72.8% |
| Participant deferral / active EE | $1,022 | $2,568-60.2% | $5,202-80.4% | $3,740-72.7% |
| Admin fee / account holder | $1,582 | $400+295.3% | $13,986-88.7% | $513+208.4% |