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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 | $24,183 | $84,236-71.3% | $170,435-85.8% | $70,126-65.5% |
| Participation rate | 30.0% | 70.8%-40.8pp | 83.6%-53.6pp | 69.5%-39.5pp |
| Annual return | 14.40% | 23.06%-8.7pp | 205.94%-191.5pp | 73.15%-58.7pp |
| Employer contribution / active EE | $804 | $3,387-76.3% | $5,432-85.2% | $2,343-65.7% |
| Participant deferral / active EE | $1,042 | $3,086-66.2% | $4,939-78.9% | $3,332-68.7% |
| Admin fee / account holder | $1,358 | $5,698-76.2% | $13,881-90.2% | $4,645-70.8% |