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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 | $17,914 | $45,343-60.5% | $150,298-88.1% | $67,986-73.6% |
| Participation rate | 51.7% | 51.9%-0.1pp | 77.8%-26.0pp | 57.2%-5.5pp |
| Annual return | 13.30% | 33.28%-20.0pp | 62.79%-49.5pp | 31.67%-18.4pp |
| Employer contribution / active EE | $702 | $1,462-51.9% | $4,154-83.1% | $2,019-65.2% |
| Participant deferral / active EE | $1,232 | $2,055-40.0% | $5,453-77.4% | $3,358-63.3% |
| Admin fee / account holder | $1,534 | $2,250-31.8% | $14,116-89.1% | $3,203-52.1% |