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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 | $29,704 | $84,233-64.7% | $170,436-82.6% | $70,131-57.6% |
| Participation rate | 49.5% | 70.8%-21.3pp | 83.6%-34.1pp | 69.5%-20.1pp |
| Annual return | 14.56% | 23.06%-8.5pp | 205.94%-191.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $590 | $3,387-82.6% | $5,433-89.1% | $2,342-74.8% |
| Participant deferral / active EE | $840 | $3,086-72.8% | $4,939-83.0% | $3,332-74.8% |
| Admin fee / account holder | $2,901 | $5,698-49.1% | $13,880-79.1% | $4,645-37.5% |