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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 | $24,300 | $41,016-40.8% | $152,093-84.0% | $64,097-62.1% |
| Participation rate | 37.1% | 51.3%-14.2pp | 77.8%-40.6pp | 55.2%-18.1pp |
| Annual return | 12.29% | 39.60%-27.3pp | 66.36%-54.1pp | 34.64%-22.4pp |
| Employer contribution / active EE | $599 | $1,342-55.4% | $4,175-85.7% | $1,891-68.3% |
| Participant deferral / active EE | $1,396 | $1,927-27.6% | $5,451-74.4% | $3,080-54.7% |
| Admin fee / account holder | $4,135 | $2,305+79.4% | $14,497-71.5% | $3,454+19.7% |