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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 | $15,068 | $91,198-83.5% | $178,503-91.6% | $79,856-81.1% |
| Participation rate | 48.3% | 69.2%-20.9pp | 81.9%-33.7pp | 69.6%-21.4pp |
| Annual return | 24.03% | 24.20%-0.2pp | 151.12%-127.1pp | 31.71%-7.7pp |
| Employer contribution / active EE | $886 | $3,257-72.8% | $5,011-82.3% | $2,471-64.1% |
| Participant deferral / active EE | $1,580 | $3,237-51.2% | $5,202-69.6% | $3,741-57.8% |
| Admin fee / account holder | $1,014 | $6,748-85.0% | $13,987-92.8% | $5,306-80.9% |