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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 | $24,067 | $48,078-49.9% | $78,676-69.4% | $62,881-61.7% |
| Participation rate | 49.3% | 65.2%-16.0pp | 73.6%-24.3pp | 69.3%-20.1pp |
| Annual return | 8.55% | 31.36%-22.8pp | 62.19%-53.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $544 | $2,015-73.0% | $2,850-80.9% | $2,281-76.1% |
| Participant deferral / active EE | $1,668 | $2,587-35.5% | $3,517-52.6% | $3,203-47.9% |
| Admin fee / account holder | $393 | $3,206-87.7% | $4,510-91.3% | $4,296-90.8% |