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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 | $21,545 | $90,486-76.2% | $78,676-72.6% | $273,972-92.1% |
| Participation rate | 43.8% | 76.5%-32.8pp | 73.6%-29.8pp | 83.0%-39.3pp |
| Annual return | 7.65% | 75.62%-68.0pp | 62.19%-54.5pp | 41.46%-33.8pp |
| Employer contribution / active EE | $297 | $3,175-90.6% | $2,850-89.6% | $4,869-93.9% |
| Participant deferral / active EE | $795 | $3,901-79.6% | $3,517-77.4% | $5,287-85.0% |
| Admin fee / account holder | $1,876 | $5,263-64.4% | $4,510-58.4% | $10,133-81.5% |