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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 | $22,008 | $59,839-63.2% | $81,988-73.2% | $79,858-72.4% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.3%-19.3pp | 69.6%-19.6pp |
| Annual return | 282.81% | 17.56%+265.2pp | 41.31%+241.5pp | 31.72%+251.1pp |
| Employer contribution / active EE | $856 | $1,713-50.0% | $2,498-65.7% | $2,471-65.4% |
| Participant deferral / active EE | $1,262 | $2,695-53.2% | $3,722-66.1% | $3,740-66.3% |
| Admin fee / account holder | $1,913 | $4,287-55.4% | $5,665-66.2% | $5,306-63.9% |