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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 | $23,149 | $77,638-70.2% | $156,551-85.2% | $62,881-63.2% |
| Participation rate | 52.4% | 71.2%-18.8pp | 84.0%-31.6pp | 69.3%-16.9pp |
| Annual return | 7.44% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $503 | $3,444-85.4% | $5,501-90.9% | $2,281-78.0% |
| Participant deferral / active EE | $843 | $3,046-72.3% | $4,871-82.7% | $3,203-73.7% |
| Admin fee / account holder | $391 | $5,561-93.0% | $13,028-97.0% | $4,296-90.9% |