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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 | $19,803 | $56,918-65.2% | $182,558-89.2% | $65,186-69.6% |
| Participation rate | 36.6% | 66.5%-29.8pp | 78.0%-41.3pp | 70.2%-33.6pp |
| Annual return | 47.57% | 27.67%+19.9pp | 148.59%-101.0pp | 29.39%+18.2pp |
| Employer contribution / active EE | $703 | $1,615-56.5% | $4,076-82.8% | $2,177-67.7% |
| Participant deferral / active EE | $1,637 | $3,526-53.6% | $5,526-70.4% | $3,514-53.4% |
| Admin fee / account holder | $1,136 | $531+113.8% | $8,594-86.8% | $847+34.1% |