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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 | $18,842 | $52,279-64.0% | $89,400-78.9% | $79,858-76.4% |
| Participation rate | 43.8% | 57.5%-13.8pp | 68.0%-24.2pp | 69.6%-25.9pp |
| Annual return | 14.65% | 22.16%-7.5pp | 245.64%-231.0pp | 31.72%-17.1pp |
| Employer contribution / active EE | $387 | $1,572-75.4% | $2,586-85.0% | $2,471-84.3% |
| Participant deferral / active EE | $2,566 | $2,740-6.3% | $3,890-34.0% | $3,740-31.4% |
| Admin fee / account holder | $4,413 | $3,356+31.5% | $4,882-9.6% | $5,306-16.8% |