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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 | $30,762 | $61,391-49.9% | $149,723-79.5% | $71,529-57.0% |
| Participation rate | 48.4% | 62.5%-14.1pp | 78.8%-30.4pp | 67.9%-19.5pp |
| Annual return | 16.27% | 35.88%-19.6pp | 134.50%-118.2pp | 28.97%-12.7pp |
| Employer contribution / active EE | $490 | $2,384-79.4% | $4,821-89.8% | $2,590-81.1% |
| Participant deferral / active EE | $1,011 | $2,921-65.4% | $5,682-82.2% | $4,291-76.4% |
| Admin fee / account holder | $8,584 | $1,264+579.0% | $13,215-35.0% | $1,588+440.4% |