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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 | $25,501 | $81,331-68.6% | $155,534-83.6% | $80,935-68.5% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 12.47% | 33.37%-20.9pp | 64.92%-52.4pp | 35.66%-23.2pp |
| Employer contribution / active EE | $824 | $3,105-73.4% | $4,675-82.4% | $2,757-70.1% |
| Participant deferral / active EE | $1,074 | $3,454-68.9% | $5,630-80.9% | $4,299-75.0% |
| Admin fee / account holder | $9,542 | $7,999+19.3% | $15,900-40.0% | $6,924+37.8% |