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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 | $88,996-77.3% | $78,004-74.1% | $138,895-85.5% |
| Participation rate | 55.6% | 74.4%-18.8pp | 69.4%-13.9pp | 79.9%-24.4pp |
| Annual return | 17.21% | 28.03%-10.8pp | 31.07%-13.9pp | 145.39%-128.2pp |
| Employer contribution / active EE | $619 | $2,917-78.8% | $2,469-74.9% | $4,194-85.2% |
| Participant deferral / active EE | $1,168 | $4,724-75.3% | $4,092-71.4% | $6,396-81.7% |
| Admin fee / account holder | $2,400 | $8,807-72.8% | $7,578-68.3% | $12,562-80.9% |