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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 | $28,634 | $77,908-63.2% | $149,696-80.9% | $75,173-61.9% |
| Participation rate | 51.0% | 65.6%-14.5pp | 78.8%-27.7pp | 67.2%-16.2pp |
| Annual return | 16.19% | 31.73%-15.5pp | 134.46%-118.3pp | 160.72%-144.5pp |
| Employer contribution / active EE | $713 | $3,138-77.3% | $4,821-85.2% | $2,671-73.3% |
| Participant deferral / active EE | $987 | $3,411-71.1% | $5,682-82.6% | $4,126-76.1% |
| Admin fee / account holder | $4,208 | $5,950-29.3% | $13,212-68.2% | $5,651-25.5% |