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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 | $81,276-68.6% | $155,574-83.6% | $80,925-68.5% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 12.47% | 33.36%-20.9pp | 64.87%-52.4pp | 35.65%-23.2pp |
| Employer contribution / active EE | $824 | $3,103-73.4% | $4,676-82.4% | $2,756-70.1% |
| Participant deferral / active EE | $1,074 | $3,453-68.9% | $5,629-80.9% | $4,299-75.0% |
| Admin fee / account holder | $9,542 | $7,993+19.4% | $15,914-40.0% | $6,940+37.5% |