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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 | $22,774 | $64,920-64.9% | $103,693-78.0% | $86,983-73.8% |
| Participation rate | 30.2% | 63.6%-33.4pp | 72.6%-42.4pp | 69.5%-39.3pp |
| Annual return | 16.51% | 30.29%-13.8pp | 47.61%-31.1pp | 25.83%-9.3pp |
| Employer contribution / active EE | $328 | $2,141-84.7% | $2,920-88.8% | $2,584-87.3% |
| Participant deferral / active EE | $1,381 | $3,241-57.4% | $4,579-69.8% | $4,194-67.1% |
| Admin fee / account holder | $495 | $6,191-92.0% | $7,858-93.7% | $7,856-93.7% |