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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 | $21,324 | $45,266-52.9% | $103,693-79.4% | $65,306-67.3% |
| Participation rate | 22.7% | 53.3%-30.6pp | 72.6%-49.9pp | 57.7%-34.9pp |
| Annual return | 16.30% | 25.10%-8.8pp | 47.61%-31.3pp | 21.94%-5.6pp |
| Employer contribution / active EE | $571 | $1,765-67.7% | $2,920-80.5% | $1,967-71.0% |
| Participant deferral / active EE | $1,456 | $2,099-30.6% | $4,579-68.2% | $2,959-50.8% |
| Admin fee / account holder | $15,551 | $3,221+382.8% | $7,858+97.9% | $3,480+346.9% |