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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 | $20,710 | $77,638-73.3% | $156,551-86.8% | $62,881-67.1% |
| Participation rate | 42.1% | 71.2%-29.1pp | 84.0%-41.9pp | 69.3%-27.2pp |
| Annual return | 6.16% | 50.33%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $550 | $3,444-84.0% | $5,501-90.0% | $2,281-75.9% |
| Participant deferral / active EE | $1,280 | $3,046-58.0% | $4,871-73.7% | $3,203-60.0% |
| Admin fee / account holder | $9,601 | $5,561+72.6% | $13,028-26.3% | $4,296+123.5% |