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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 | $38,209 | $66,459-42.5% | $81,286-53.0% | $77,714-50.8% |
| Participation rate | 20.6% | 68.7%-48.1pp | 69.5%-48.9pp | 70.6%-50.0pp |
| Annual return | 20.22% | 15.95%+4.3pp | 24.80%-4.6pp | 31.26%-11.0pp |
| Employer contribution / active EE | $892 | $2,156-58.6% | $2,463-63.8% | $2,727-67.3% |
| Participant deferral / active EE | $1,825 | $3,674-50.3% | $3,883-53.0% | $4,649-60.7% |
| Admin fee / account holder | $8,319 | $585+1321.9% | $5,764+44.3% | $433+1820.0% |