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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 | $24,873 | $72,269-65.6% | $101,271-75.4% | $79,852-68.9% |
| Participation rate | 41.0% | 68.5%-27.4pp | 75.8%-34.8pp | 69.6%-28.6pp |
| Annual return | 17.20% | 22.29%-5.1pp | 46.48%-29.3pp | 31.72%-14.5pp |
| Employer contribution / active EE | $954 | $2,692-64.6% | $3,660-73.9% | $2,471-61.4% |
| Participant deferral / active EE | $1,790 | $3,282-45.4% | $4,371-59.0% | $3,740-52.1% |
| Admin fee / account holder | $670 | $4,401-84.8% | $5,948-88.7% | $5,306-87.4% |