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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 | $27,876 | $77,638-64.1% | $156,551-82.2% | $62,881-55.7% |
| Participation rate | 44.8% | 71.2%-26.4pp | 84.0%-39.2pp | 69.3%-24.5pp |
| Annual return | 5.95% | 50.33%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $909 | $3,444-73.6% | $5,501-83.5% | $2,281-60.1% |
| Participant deferral / active EE | $1,151 | $3,046-62.2% | $4,871-76.4% | $3,203-64.1% |
| Admin fee / account holder | $18,988 | $5,561+241.4% | $13,028+45.7% | $4,296+342.0% |