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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 | $27,878 | $49,976-44.2% | $66,674-58.2% | $82,637-66.3% |
| Participation rate | 20.5% | 63.1%-42.6pp | 73.7%-53.2pp | 68.1%-47.5pp |
| Annual return | 15.00% | 39.09%-24.1pp | 321.24%-306.2pp | 53.51%-38.5pp |
| Employer contribution / active EE | $511 | $1,988-74.3% | $2,620-80.5% | $2,552-80.0% |
| Participant deferral / active EE | $817 | $2,847-71.3% | $4,084-80.0% | $4,126-80.2% |
| Admin fee / account holder | $1,113 | $4,594-75.8% | $5,098-78.2% | $7,339-84.8% |