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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 | $27,738 | $57,575-51.8% | $124,067-77.6% | $86,983-68.1% |
| Participation rate | 52.7% | 62.3%-9.5pp | 66.9%-14.2pp | 69.5%-16.8pp |
| Annual return | 15.55% | 19.65%-4.1pp | 31.06%-15.5pp | 25.83%-10.3pp |
| Employer contribution / active EE | $882 | $1,615-45.4% | $2,166-59.3% | $2,584-65.9% |
| Participant deferral / active EE | $1,265 | $2,623-51.8% | $3,463-63.5% | $4,194-69.8% |
| Admin fee / account holder | $17,257 | $8,506+102.9% | $7,351+134.7% | $7,856+119.7% |