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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 | $13,984 | $78,690-82.2% | $161,489-91.3% | $87,485-84.0% |
| Participation rate | 26.1% | 67.5%-41.4pp | 78.7%-52.6pp | 68.9%-42.8pp |
| Annual return | 26.25% | 32.74%-6.5pp | 89.72%-63.5pp | 26.06%+0.2pp |
| Employer contribution / active EE | $957 | $2,588-63.0% | $4,268-77.6% | $2,596-63.1% |
| Participant deferral / active EE | $2,787 | $3,311-15.8% | $5,630-50.5% | $4,274-34.8% |
| Admin fee / account holder | $2,434 | $6,724-63.8% | $16,006-84.8% | $7,775-68.7% |