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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 | $21,069 | $47,977-56.1% | $154,114-86.3% | $56,287-62.6% |
| Participation rate | 49.5% | 66.2%-16.7pp | 83.0%-33.5pp | 69.9%-20.3pp |
| Annual return | 8.68% | 3.54%+5.1pp | 735.16%-726.5pp | -9.96%+18.6pp |
| Employer contribution / active EE | $696 | $2,169-67.9% | $5,298-86.9% | $2,111-67.0% |
| Participant deferral / active EE | $1,595 | $2,392-33.3% | $5,081-68.6% | $3,350-52.4% |
| Admin fee / account holder | $529 | $438+20.7% | $13,411-96.1% | $521+1.5% |