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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 | $28,032 | $75,959-63.1% | $154,114-81.8% | $64,181-56.3% |
| Participation rate | 45.2% | 70.4%-25.2pp | 83.0%-37.8pp | 69.6%-24.3pp |
| Annual return | 9.31% | 30.32%-21.0pp | 735.16%-725.9pp | 7.63%+1.7pp |
| Employer contribution / active EE | $523 | $3,350-84.4% | $5,298-90.1% | $2,381-78.0% |
| Participant deferral / active EE | $1,236 | $3,175-61.1% | $5,081-75.7% | $3,470-64.4% |
| Admin fee / account holder | $1,156 | $5,589-79.3% | $13,411-91.4% | $4,887-76.4% |