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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 | $25,786 | $82,133-68.6% | $147,318-82.5% | $64,097-59.8% |
| Participation rate | 40.9% | 62.3%-21.4pp | 82.1%-41.2pp | 55.2%-14.3pp |
| Annual return | 15.67% | 78.78%-63.1pp | 70.43%-54.8pp | 34.64%-19.0pp |
| Employer contribution / active EE | $969 | $2,872-66.3% | $4,593-78.9% | $1,891-48.8% |
| Participant deferral / active EE | $1,540 | $5,407-71.5% | $7,906-80.5% | $3,080-50.0% |
| Admin fee / account holder | $4,605 | $3,730+23.4% | $13,708-66.4% | $3,454+33.3% |