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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 | $51,638-56.1% | $68,368-66.8% | $82,448-72.5% |
| Participation rate | 23.3% | 63.6%-40.3pp | 73.8%-50.4pp | 68.1%-44.7pp |
| Annual return | 22.32% | 37.53%-15.2pp | 292.57%-270.3pp | 41.64%-19.3pp |
| Employer contribution / active EE | $572 | $2,047-72.1% | $2,649-78.4% | $2,551-77.6% |
| Participant deferral / active EE | $1,745 | $2,914-40.1% | $4,123-57.7% | $4,139-57.8% |
| Admin fee / account holder | $6,487 | $4,643+39.7% | $5,150+26.0% | $7,234-10.3% |