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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 | $42,096 | $59,016-28.7% | $88,179-52.3% | $100,573-58.1% |
| Participation rate | 7.4% | 28.1%-20.7pp | 69.1%-61.7pp | 70.9%-63.5pp |
| Annual return | 20.29% | 14.54%+5.8pp | 64.97%-44.7pp | 18.89%+1.4pp |
| Employer contribution / active EE | $202 | $1,685-88.0% | $2,549-92.1% | $3,763-94.6% |
| Participant deferral / active EE | $501 | $1,701-70.6% | $4,614-89.1% | $4,921-89.8% |
| Admin fee / account holder | $5,141 | $3,465+48.4% | $7,673-33.0% | $454+1032.4% |