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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 | $17,096 | $58,275-70.7% | $81,844-79.1% | $80,935-78.9% |
| Participation rate | 48.0% | 63.5%-15.5pp | 72.4%-24.4pp | 67.7%-19.7pp |
| Annual return | 13.73% | 41.82%-28.1pp | 778.87%-765.1pp | 35.66%-21.9pp |
| Employer contribution / active EE | $604 | $2,346-74.3% | $2,916-79.3% | $2,757-78.1% |
| Participant deferral / active EE | $1,167 | $3,285-64.5% | $4,323-73.0% | $4,299-72.8% |
| Admin fee / account holder | $2,279 | $4,749-52.0% | $7,355-69.0% | $6,924-67.1% |