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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 | $24,997 | $58,311-57.1% | $81,882-69.5% | $80,959-69.1% |
| Participation rate | 43.2% | 63.5%-20.3pp | 72.4%-29.2pp | 67.7%-24.5pp |
| Annual return | 13.46% | 41.85%-28.4pp | 779.47%-766.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $799 | $2,347-66.0% | $2,916-72.6% | $2,757-71.0% |
| Participant deferral / active EE | $1,253 | $3,287-61.9% | $4,323-71.0% | $4,300-70.9% |
| Admin fee / account holder | $3,074 | $4,752-35.3% | $7,360-58.2% | $6,925-55.6% |