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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 | $24,173 | $81,840-70.5% | $63,412-61.9% | $125,389-80.7% |
| Participation rate | 46.2% | 73.0%-26.9pp | 67.1%-21.0pp | 83.2%-37.0pp |
| Annual return | 16.20% | -0.10%+16.3pp | 4.04%+12.2pp | 282.24%-266.0pp |
| Employer contribution / active EE | $576 | $2,377-75.8% | $1,814-68.3% | $4,866-88.2% |
| Participant deferral / active EE | $924 | $3,064-69.9% | $2,496-63.0% | $5,352-82.7% |
| Admin fee / account holder | $428 | $4,951-91.4% | $3,753-88.6% | $9,541-95.5% |