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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 | $22,502 | $81,358-72.3% | $155,556-85.5% | $80,959-72.2% |
| Participation rate | 40.6% | 66.3%-25.6pp | 78.2%-37.6pp | 67.7%-27.0pp |
| Annual return | 15.36% | 33.39%-18.0pp | 64.84%-49.5pp | 35.67%-20.3pp |
| Employer contribution / active EE | $755 | $3,106-75.7% | $4,675-83.9% | $2,757-72.6% |
| Participant deferral / active EE | $2,427 | $3,455-29.8% | $5,631-56.9% | $4,300-43.6% |
| Admin fee / account holder | $1,632 | $7,994-79.6% | $15,885-89.7% | $6,925-76.4% |