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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 | $19,722 | $48,078-59.0% | $78,676-74.9% | $62,881-68.6% |
| Participation rate | 34.5% | 65.2%-30.7pp | 73.6%-39.1pp | 69.3%-34.8pp |
| Annual return | 5.65% | 31.36%-25.7pp | 62.19%-56.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $469 | $2,015-76.7% | $2,850-83.6% | $2,281-79.5% |
| Participant deferral / active EE | $747 | $2,587-71.1% | $3,517-78.8% | $3,203-76.7% |
| Admin fee / account holder | $5,882 | $3,206+83.5% | $4,510+30.4% | $4,296+36.9% |