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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 | $24,746 | $55,930-55.8% | $76,089-67.5% | $80,925-69.4% |
| Participation rate | 56.5% | 62.1%-5.5pp | 69.1%-12.6pp | 67.7%-11.1pp |
| Annual return | 12.82% | 20.58%-7.8pp | 360.94%-348.1pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,572 | $1,866-15.7% | $2,690-41.5% | $2,756-42.9% |
| Participant deferral / active EE | $3,388 | $3,051+11.1% | $4,259-20.5% | $4,299-21.2% |
| Admin fee / account holder | $9,508 | $5,241+81.4% | $6,418+48.2% | $6,940+37.0% |