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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 | $17,431 | $91,179-80.9% | $178,499-90.2% | $79,852-78.2% |
| Participation rate | 39.1% | 69.2%-30.1pp | 81.9%-42.8pp | 69.6%-30.5pp |
| Annual return | 29.11% | 24.19%+4.9pp | 151.10%-122.0pp | 31.72%-2.6pp |
| Employer contribution / active EE | $747 | $3,256-77.0% | $5,011-85.1% | $2,471-69.8% |
| Participant deferral / active EE | $1,339 | $3,236-58.6% | $5,202-74.3% | $3,740-64.2% |
| Admin fee / account holder | $1,362 | $6,749-79.8% | $13,986-90.3% | $5,306-74.3% |