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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 | $26,298 | $49,976-47.4% | $66,674-60.6% | $82,637-68.2% |
| Participation rate | 57.7% | 63.1%-5.4pp | 73.7%-16.0pp | 68.1%-10.4pp |
| Annual return | 15.81% | 39.09%-23.3pp | 321.24%-305.4pp | 53.51%-37.7pp |
| Employer contribution / active EE | $899 | $1,988-54.8% | $2,620-65.7% | $2,552-64.8% |
| Participant deferral / active EE | $3,904 | $2,847+37.2% | $4,084-4.4% | $4,126-5.4% |
| Admin fee / account holder | $9,045 | $4,594+96.9% | $5,098+77.4% | $7,339+23.3% |