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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 | $23,063 | $45,041-48.8% | $63,003-63.4% | $70,131-67.1% |
| Participation rate | 59.1% | 69.5%-10.4pp | 74.8%-15.7pp | 69.5%-10.4pp |
| Annual return | 12.78% | 18.76%-6.0pp | 87.59%-74.8pp | 73.14%-60.4pp |
| Employer contribution / active EE | $712 | $2,052-65.3% | $2,760-74.2% | $2,342-69.6% |
| Participant deferral / active EE | $1,236 | $2,465-49.9% | $3,329-62.9% | $3,332-62.9% |
| Admin fee / account holder | $4,527 | $2,836+59.6% | $3,600+25.7% | $4,645-2.6% |