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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 | $19,517 | $41,377-52.8% | $109,313-82.1% | $62,881-69.0% |
| Participation rate | 47.3% | 57.5%-10.3pp | 71.3%-24.0pp | 69.3%-22.0pp |
| Annual return | 4.86% | 11.05%-6.2pp | 22.07%-17.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $864 | $1,276-32.3% | $3,892-77.8% | $2,281-62.1% |
| Participant deferral / active EE | $1,212 | $2,045-40.7% | $3,166-61.7% | $3,203-62.2% |
| Admin fee / account holder | $10,231 | $2,884+254.8% | $5,666+80.6% | $4,296+138.2% |