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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 | $27,221 | $77,638-64.9% | $156,551-82.6% | $62,881-56.7% |
| Participation rate | 52.2% | 71.2%-19.0pp | 84.0%-31.8pp | 69.3%-17.1pp |
| Annual return | 4.69% | 50.33%-45.6pp | 32.23%-27.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $715 | $3,444-79.2% | $5,501-87.0% | $2,281-68.6% |
| Participant deferral / active EE | $2,039 | $3,046-33.1% | $4,871-58.1% | $3,203-36.4% |
| Admin fee / account holder | $9,940 | $5,561+78.7% | $13,028-23.7% | $4,296+131.4% |