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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 | $20,459 | $174,018-88.2% | $136,833-85.0% | $198,609-89.7% |
| Participation rate | 55.6% | 65.1%-9.6pp | 59.0%-3.5pp | 82.4%-26.8pp |
| Annual return | 12.15% | 35.16%-23.0pp | 35.32%-23.2pp | 202.70%-190.5pp |
| Employer contribution / active EE | $1,187 | $1,571-24.5% | $1,319-10.0% | $5,055-76.5% |
| Participant deferral / active EE | $1,514 | $2,873-47.3% | $2,441-38.0% | $6,977-78.3% |
| Admin fee / account holder | $8,058 | $5,434+48.3% | $4,706+71.2% | $19,030-57.7% |