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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 | $22,172 | $43,730-49.3% | $121,220-81.7% | $64,173-65.4% |
| Participation rate | 26.5% | 58.3%-31.9pp | 71.8%-45.3pp | 69.6%-43.1pp |
| Annual return | 5.91% | 68.94%-63.0pp | 16.94%-11.0pp | 7.63%-1.7pp |
| Employer contribution / active EE | $596 | $1,297-54.0% | $4,023-85.2% | $2,381-75.0% |
| Participant deferral / active EE | $955 | $2,281-58.1% | $3,345-71.4% | $3,470-72.5% |
| Admin fee / account holder | $11,695 | $3,502+233.9% | $5,021+132.9% | $4,887+139.3% |