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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 | $17,043 | $56,063-69.6% | $76,051-77.6% | $80,911-78.9% |
| Participation rate | 45.8% | 62.0%-16.2pp | 69.1%-23.2pp | 67.6%-21.8pp |
| Annual return | 11.78% | 20.54%-8.8pp | 360.42%-348.6pp | 35.63%-23.8pp |
| Employer contribution / active EE | $3,147 | $1,874+67.9% | $2,690+17.0% | $2,756+14.2% |
| Participant deferral / active EE | $1,933 | $3,052-36.7% | $4,257-54.6% | $4,297-55.0% |
| Admin fee / account holder | $2,666 | $5,240-49.1% | $6,416-58.5% | $6,935-61.6% |