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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 | $57,702 | $99,875-42.2% | $146,866-60.7% | $86,983-33.7% |
| Participation rate | 38.6% | 75.8%-37.2pp | 82.5%-43.9pp | 69.5%-30.9pp |
| Annual return | 18.49% | 28.10%-9.6pp | 102.85%-84.4pp | 25.83%-7.3pp |
| Employer contribution / active EE | $324 | $3,224-90.0% | $4,425-92.7% | $2,584-87.5% |
| Participant deferral / active EE | $2,830 | $6,322-55.2% | $7,759-63.5% | $4,194-32.5% |
| Admin fee / account holder | $1,530 | $7,838-80.5% | $13,620-88.8% | $7,856-80.5% |