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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 | $28,322 | $115,917-75.6% | $100,535-71.8% | $158,982-82.2% |
| Participation rate | 58.8% | 81.6%-22.8pp | 79.4%-20.6pp | 82.0%-23.1pp |
| Annual return | 14.94% | 34.80%-19.9pp | 30.90%-16.0pp | 302.99%-288.0pp |
| Employer contribution / active EE | $991 | $4,105-75.9% | $3,419-71.0% | $4,763-79.2% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,435 | $11,002-87.0% | $8,085-82.2% | $11,252-87.2% |