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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 | $25,017 | $77,638-67.8% | $156,551-84.0% | $62,881-60.2% |
| Participation rate | 50.0% | 71.2%-21.2pp | 84.0%-34.0pp | 69.3%-19.3pp |
| Annual return | 5.80% | 50.33%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $704 | $3,444-79.6% | $5,501-87.2% | $2,281-69.1% |
| Participant deferral / active EE | $1,555 | $3,046-48.9% | $4,871-68.1% | $3,203-51.4% |
| Admin fee / account holder | $2,938 | $5,561-47.2% | $13,028-77.4% | $4,296-31.6% |