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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 | $23,870 | $43,496-45.1% | $161,489-85.2% | $64,340-62.9% |
| Participation rate | 32.0% | 53.5%-21.6pp | 78.7%-46.7pp | 55.2%-23.3pp |
| Annual return | 18.94% | 20.76%-1.8pp | 89.72%-70.8pp | 24.14%-5.2pp |
| Employer contribution / active EE | $598 | $1,431-58.2% | $4,268-86.0% | $1,862-67.9% |
| Participant deferral / active EE | $967 | $1,996-51.6% | $5,630-82.8% | $2,980-67.6% |
| Admin fee / account holder | $1,260 | $2,330-45.9% | $16,006-92.1% | $3,703-66.0% |