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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 | $22,269 | $112,729-80.2% | $98,716-77.4% | $137,256-83.8% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.3%-23.8pp | 80.0%-34.5pp |
| Annual return | 18.26% | 38.48%-20.2pp | 31.81%-13.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $862 | $2,725-68.4% | $2,279-62.1% | $4,156-79.2% |
| Participant deferral / active EE | $2,400 | $4,640-48.3% | $4,048-40.7% | $6,407-62.5% |
| Admin fee / account holder | $889 | $10,129-91.2% | $8,703-89.8% | $12,270-92.8% |