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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 | $25,857 | $77,920-66.8% | $149,723-82.7% | $75,177-65.6% |
| Participation rate | 33.7% | 65.6%-31.9pp | 78.8%-45.1pp | 67.2%-33.5pp |
| Annual return | 17.20% | 31.72%-14.5pp | 134.50%-117.3pp | 160.75%-143.6pp |
| Employer contribution / active EE | $813 | $3,138-74.1% | $4,821-83.1% | $2,671-69.6% |
| Participant deferral / active EE | $994 | $3,411-70.9% | $5,682-82.5% | $4,126-75.9% |
| Admin fee / account holder | $4,361 | $5,951-26.7% | $13,215-67.0% | $5,651-22.8% |