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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 | $22,422 | $53,128-57.8% | $86,582-74.1% | $70,126-68.0% |
| Participation rate | 35.1% | 65.3%-30.2pp | 73.5%-38.4pp | 69.5%-34.4pp |
| Annual return | 13.24% | 27.66%-14.4pp | 965.08%-951.8pp | 73.15%-59.9pp |
| Employer contribution / active EE | $408 | $2,068-80.3% | $2,839-85.6% | $2,343-82.6% |
| Participant deferral / active EE | $966 | $2,695-64.1% | $3,609-73.2% | $3,332-71.0% |
| Admin fee / account holder | $740 | $3,584-79.4% | $4,904-84.9% | $4,645-84.1% |