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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 | $24,493 | $64,311-61.9% | $57,356-57.3% | $125,389-80.5% |
| Participation rate | 58.8% | 78.6%-19.8pp | 75.1%-16.3pp | 83.2%-24.4pp |
| Annual return | 1.45% | 25.14%-23.7pp | 24.41%-23.0pp | 282.24%-280.8pp |
| Employer contribution / active EE | $824 | $3,193-74.2% | $2,689-69.4% | $4,866-83.1% |
| Participant deferral / active EE | $992 | $3,846-74.2% | $3,162-68.6% | $5,352-81.5% |
| Admin fee / account holder | $675 | $5,243-87.1% | $3,357-79.9% | $9,541-92.9% |