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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 | $19,791 | $65,712-69.9% | $57,196-65.4% | $273,972-92.8% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | 4.35% | 22.01%-17.7pp | 14.59%-10.2pp | 41.46%-37.1pp |
| Employer contribution / active EE | $736 | $3,280-77.5% | $2,683-72.6% | $4,869-84.9% |
| Participant deferral / active EE | $825 | $3,782-78.2% | $3,096-73.4% | $5,287-84.4% |
| Admin fee / account holder | $10,974 | $4,838+126.9% | $3,141+249.4% | $10,133+8.3% |