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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 | $24,708 | $53,127-53.5% | $86,597-71.5% | $70,131-64.8% |
| Participation rate | 40.0% | 65.3%-25.3pp | 73.5%-33.5pp | 69.5%-29.5pp |
| Annual return | 27.51% | 27.66%-0.1pp | 964.96%-937.4pp | 73.14%-45.6pp |
| Employer contribution / active EE | $493 | $2,068-76.2% | $2,840-82.6% | $2,342-79.0% |
| Participant deferral / active EE | $1,274 | $2,696-52.7% | $3,609-64.7% | $3,332-61.8% |
| Admin fee / account holder | $317 | $3,585-91.2% | $4,906-93.5% | $4,645-93.2% |