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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 | $18,117 | $84,236-78.5% | $170,435-89.4% | $70,126-74.2% |
| Participation rate | 43.8% | 70.8%-27.1pp | 83.6%-39.8pp | 69.5%-25.8pp |
| Annual return | 24.87% | 23.06%+1.8pp | 205.94%-181.1pp | 73.15%-48.3pp |
| Employer contribution / active EE | $624 | $3,387-81.6% | $5,432-88.5% | $2,343-73.4% |
| Participant deferral / active EE | $1,102 | $3,086-64.3% | $4,939-77.7% | $3,332-66.9% |
| Admin fee / account holder | $4,035 | $5,698-29.2% | $13,881-70.9% | $4,645-13.1% |