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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 | $15,961 | $51,638-69.1% | $68,368-76.7% | $82,448-80.6% |
| Participation rate | 52.8% | 63.6%-10.8pp | 73.8%-21.0pp | 68.1%-15.3pp |
| Annual return | 22.23% | 37.53%-15.3pp | 292.57%-270.3pp | 41.64%-19.4pp |
| Employer contribution / active EE | $837 | $2,047-59.1% | $2,649-68.4% | $2,551-67.2% |
| Participant deferral / active EE | $2,851 | $2,914-2.1% | $4,123-30.8% | $4,139-31.1% |
| Admin fee / account holder | $393 | $4,643-91.5% | $5,150-92.4% | $7,234-94.6% |