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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 | $22,173 | $46,534-52.4% | $64,097-65.4% | $75,177-70.5% |
| Participation rate | 32.0% | 65.9%-33.9pp | 72.3%-40.3pp | 67.2%-35.2pp |
| Annual return | 18.88% | 26.07%-7.2pp | 33.75%-14.9pp | 160.75%-141.9pp |
| Employer contribution / active EE | $675 | $1,976-65.8% | $2,750-75.4% | $2,671-74.7% |
| Participant deferral / active EE | $2,117 | $2,835-25.3% | $3,881-45.5% | $4,126-48.7% |
| Admin fee / account holder | $18,674 | $2,957+531.6% | $3,070+508.4% | $5,651+230.4% |