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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 | $20,182 | $87,166-76.8% | $76,735-73.7% | $137,256-85.3% |
| Participation rate | 55.6% | 74.4%-18.8pp | 69.5%-13.9pp | 80.0%-24.4pp |
| Annual return | 17.21% | 26.50%-9.3pp | 29.77%-12.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $619 | $2,904-78.7% | $2,454-74.8% | $4,156-85.1% |
| Participant deferral / active EE | $1,168 | $4,726-75.3% | $4,088-71.4% | $6,407-81.8% |
| Admin fee / account holder | $2,400 | $8,403-71.4% | $7,189-66.6% | $12,270-80.4% |