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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 | $25,859 | $76,407-66.2% | $150,298-82.8% | $82,448-68.6% |
| Participation rate | 38.6% | 66.4%-27.8pp | 77.8%-39.1pp | 68.1%-29.4pp |
| Annual return | 16.73% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $678 | $2,614-74.1% | $4,154-83.7% | $2,551-73.4% |
| Participant deferral / active EE | $1,493 | $3,214-53.5% | $5,453-72.6% | $4,139-63.9% |
| Admin fee / account holder | $2,411 | $6,352-62.0% | $14,116-82.9% | $7,234-66.7% |