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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 | $21,306 | $61,391-65.3% | $149,723-85.8% | $71,529-70.2% |
| Participation rate | 42.9% | 62.5%-19.7pp | 78.8%-35.9pp | 67.9%-25.1pp |
| Annual return | 15.30% | 35.88%-20.6pp | 134.50%-119.2pp | 28.97%-13.7pp |
| Employer contribution / active EE | $528 | $2,384-77.8% | $4,821-89.0% | $2,590-79.6% |
| Participant deferral / active EE | $1,272 | $2,921-56.4% | $5,682-77.6% | $4,291-70.4% |
| Admin fee / account holder | $1,548 | $1,264+22.4% | $13,215-88.3% | $1,588-2.6% |