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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 | $17,133 | $50,554-66.1% | $67,681-74.7% | $87,485-80.4% |
| Participation rate | 46.9% | 67.7%-20.8pp | 73.7%-26.9pp | 68.9%-22.1pp |
| Annual return | 16.68% | 17.81%-1.1pp | 590.58%-573.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,138 | $1,988-42.8% | $2,678-57.5% | $2,596-56.2% |
| Participant deferral / active EE | $2,873 | $2,961-3.0% | $3,976-27.7% | $4,274-32.8% |
| Admin fee / account holder | $2,595 | $4,132-37.2% | $6,100-57.5% | $7,775-66.6% |