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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 | $66,486-42.5% | $81,370-53.0% | $77,762-50.9% |
| Participation rate | 20.6% | 68.7%-48.1pp | 69.5%-48.9pp | 70.6%-50.0pp |
| Annual return | 20.22% | 15.95%+4.3pp | 24.85%-4.6pp | 31.27%-11.0pp |
| Employer contribution / active EE | $892 | $2,158-58.7% | $2,464-63.8% | $2,728-67.3% |
| Participant deferral / active EE | $1,825 | $3,677-50.4% | $3,885-53.0% | $4,651-60.8% |
| Admin fee / account holder | $8,319 | $586+1320.2% | $5,749+44.7% | $433+1821.7% |