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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 | $34,509 | $39,245-12.1% | $64,105-46.2% | $52,331-34.1% |
| Participation rate | 52.0% | 58.2%-6.3pp | 68.2%-16.2pp | 68.1%-16.1pp |
| Annual return | 6.79% | 14.79%-8.0pp | 791.24%-784.5pp | 4.54%+2.2pp |
| Employer contribution / active EE | $401 | $736-45.5% | $1,820-77.9% | $1,882-78.7% |
| Participant deferral / active EE | $2,004 | $1,992+0.6% | $2,822-29.0% | $3,022-33.7% |
| Admin fee / account holder | $917 | $592+54.7% | $4,499-79.6% | $592+54.9% |