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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 | $27,760 | $58,311-52.4% | $81,882-66.1% | $80,959-65.7% |
| Participation rate | 52.7% | 63.5%-10.8pp | 72.4%-19.7pp | 67.7%-14.9pp |
| Annual return | 12.26% | 41.85%-29.6pp | 779.47%-767.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $478 | $2,347-79.6% | $2,916-83.6% | $2,757-82.7% |
| Participant deferral / active EE | $1,684 | $3,287-48.8% | $4,323-61.0% | $4,300-60.8% |
| Admin fee / account holder | $955 | $4,752-79.9% | $7,360-87.0% | $6,925-86.2% |