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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 | $61,125-62.9% | $94,057-75.9% | $87,485-74.1% |
| Participation rate | 23.3% | 64.1%-40.7pp | 73.3%-50.0pp | 68.9%-45.6pp |
| Annual return | 22.32% | 35.20%-12.9pp | 480.62%-458.3pp | 26.06%-3.7pp |
| Employer contribution / active EE | $572 | $2,136-73.2% | $2,933-80.5% | $2,596-78.0% |
| Participant deferral / active EE | $1,745 | $3,260-46.5% | $4,709-62.9% | $4,274-59.2% |
| Admin fee / account holder | $6,487 | $5,629+15.2% | $7,244-10.5% | $7,775-16.6% |