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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 | $22,668 | $64,920-65.1% | $103,693-78.1% | $86,983-73.9% |
| Participation rate | 23.3% | 63.6%-40.3pp | 72.6%-49.3pp | 69.5%-46.2pp |
| Annual return | 22.32% | 30.29%-8.0pp | 47.61%-25.3pp | 25.83%-3.5pp |
| Employer contribution / active EE | $572 | $2,141-73.3% | $2,920-80.4% | $2,584-77.9% |
| Participant deferral / active EE | $1,745 | $3,241-46.1% | $4,579-61.9% | $4,194-58.4% |
| Admin fee / account holder | $6,487 | $6,191+4.8% | $7,858-17.5% | $7,856-17.4% |