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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 | $14,504 | $77,908-81.4% | $149,696-90.3% | $75,173-80.7% |
| Participation rate | 37.0% | 65.6%-28.6pp | 78.8%-41.8pp | 67.2%-30.2pp |
| Annual return | 25.89% | 31.73%-5.8pp | 134.46%-108.6pp | 160.72%-134.8pp |
| Employer contribution / active EE | $822 | $3,138-73.8% | $4,821-82.9% | $2,671-69.2% |
| Participant deferral / active EE | $2,015 | $3,411-40.9% | $5,682-64.5% | $4,126-51.2% |
| Admin fee / account holder | $1,161 | $5,950-80.5% | $13,212-91.2% | $5,651-79.5% |