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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 | $15,947 | $45,050-64.6% | $63,018-74.7% | $70,126-77.3% |
| Participation rate | 22.2% | 69.5%-47.3pp | 74.8%-52.6pp | 69.5%-47.3pp |
| Annual return | 15.23% | 18.76%-3.5pp | 87.62%-72.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $480 | $2,052-76.6% | $2,761-82.6% | $2,343-79.5% |
| Participant deferral / active EE | $1,113 | $2,466-54.9% | $3,330-66.6% | $3,332-66.6% |
| Admin fee / account holder | $26,083 | $2,834+820.4% | $3,601+624.4% | $4,645+461.5% |