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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 | $22,142 | $140,578-84.2% | $100,671-78.0% | $125,389-82.3% |
| Participation rate | 60.0% | 80.4%-20.4pp | 70.7%-10.7pp | 83.2%-23.2pp |
| Annual return | -2.29% | 24.67%-27.0pp | 20.43%-22.7pp | 282.24%-284.5pp |
| Employer contribution / active EE | $830 | $5,965-86.1% | $4,012-79.3% | $4,866-82.9% |
| Participant deferral / active EE | $1,816 | $3,981-54.4% | $3,144-42.2% | $5,352-66.1% |
| Admin fee / account holder | $403 | $6,716-94.0% | $4,850-91.7% | $9,541-95.8% |