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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 | $22,099 | $77,638-71.5% | $156,551-85.9% | $62,881-64.9% |
| Participation rate | 56.7% | 71.2%-14.5pp | 84.0%-27.3pp | 69.3%-12.6pp |
| Annual return | 6.25% | 50.33%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $462 | $3,444-86.6% | $5,501-91.6% | $2,281-79.7% |
| Participant deferral / active EE | $863 | $3,046-71.7% | $4,871-82.3% | $3,203-73.0% |
| Admin fee / account holder | $2,684 | $5,561-51.7% | $13,028-79.4% | $4,296-37.5% |