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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 | $28,918 | $99,875-71.0% | $146,866-80.3% | $86,983-66.8% |
| Participation rate | 53.6% | 75.8%-22.2pp | 82.5%-28.9pp | 69.5%-15.9pp |
| Annual return | 16.70% | 28.10%-11.4pp | 102.85%-86.2pp | 25.83%-9.1pp |
| Employer contribution / active EE | $791 | $3,224-75.5% | $4,425-82.1% | $2,584-69.4% |
| Participant deferral / active EE | $2,453 | $6,322-61.2% | $7,759-68.4% | $4,194-41.5% |
| Admin fee / account holder | $20,006 | $7,838+155.2% | $13,620+46.9% | $7,856+154.7% |