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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 | $25,316 | $77,419-67.3% | $69,461-63.6% | $152,885-83.4% |
| Participation rate | 37.5% | 78.1%-40.6pp | 74.6%-37.1pp | 82.5%-45.0pp |
| Annual return | 5.99% | 39.07%-33.1pp | 28.97%-23.0pp | 345.39%-339.4pp |
| Employer contribution / active EE | $783 | $3,315-76.4% | $2,779-71.8% | $4,763-83.6% |
| Participant deferral / active EE | $1,822 | $4,414-58.7% | $3,536-48.5% | $5,851-68.9% |
| Admin fee / account holder | $4,314 | $6,207-30.5% | $3,840+12.4% | $11,598-62.8% |