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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 | $27,955 | $43,496-35.7% | $161,489-82.7% | $64,340-56.6% |
| Participation rate | 31.5% | 53.5%-22.0pp | 78.7%-47.2pp | 55.2%-23.8pp |
| Annual return | 19.24% | 20.76%-1.5pp | 89.72%-70.5pp | 24.14%-4.9pp |
| Employer contribution / active EE | $425 | $1,431-70.3% | $4,268-90.0% | $1,862-77.2% |
| Participant deferral / active EE | $811 | $1,996-59.4% | $5,630-85.6% | $2,980-72.8% |
| Admin fee / account holder | $1,043 | $2,330-55.2% | $16,006-93.5% | $3,703-71.8% |