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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 | $21,762 | $81,331-73.2% | $155,534-86.0% | $80,935-73.1% |
| Participation rate | 36.4% | 66.3%-29.9pp | 78.2%-41.9pp | 67.7%-31.3pp |
| Annual return | 12.04% | 33.37%-21.3pp | 64.92%-52.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $914 | $3,105-70.5% | $4,675-80.4% | $2,757-66.8% |
| Participant deferral / active EE | $1,618 | $3,454-53.2% | $5,630-71.3% | $4,299-62.4% |
| Admin fee / account holder | $4,720 | $7,999-41.0% | $15,900-70.3% | $6,924-31.8% |