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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 | $16,449 | $57,352-71.3% | $83,830-80.4% | $64,173-74.4% |
| Participation rate | 61.1% | 68.6%-7.5pp | 76.1%-15.0pp | 69.6%-8.5pp |
| Annual return | 10.47% | 11.38%-0.9pp | 850.97%-840.5pp | 7.63%+2.8pp |
| Employer contribution / active EE | $866 | $2,546-66.0% | $3,631-76.2% | $2,381-63.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,009 | $4,046-50.3% | $5,479-63.3% | $4,887-58.9% |