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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 | $51,638-55.9% | $68,368-66.7% | $82,448-72.4% |
| Participation rate | 30.2% | 63.6%-33.4pp | 73.8%-43.5pp | 68.1%-37.8pp |
| Annual return | 16.51% | 37.53%-21.0pp | 292.57%-276.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $328 | $2,047-84.0% | $2,649-87.6% | $2,551-87.1% |
| Participant deferral / active EE | $1,381 | $2,914-52.6% | $4,123-66.5% | $4,139-66.6% |
| Admin fee / account holder | $495 | $4,643-89.3% | $5,150-90.4% | $7,234-93.2% |