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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 | $15,004 | $47,944-68.7% | $67,834-77.9% | $62,881-76.1% |
| Participation rate | 61.4% | 61.1%+0.3pp | 68.8%-7.4pp | 69.3%-7.9pp |
| Annual return | 5.21% | 11.77%-6.6pp | 138.47%-133.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $455 | $1,562-70.9% | $2,403-81.1% | $2,281-80.1% |
| Participant deferral / active EE | $1,169 | $2,247-48.0% | $3,160-63.0% | $3,203-63.5% |
| Admin fee / account holder | $2,343 | $3,712-36.9% | $4,622-49.3% | $4,296-45.5% |