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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 | $26,365 | $81,331-67.6% | $155,534-83.0% | $80,935-67.4% |
| Participation rate | 42.1% | 66.3%-24.1pp | 78.2%-36.1pp | 67.7%-25.6pp |
| Annual return | 11.52% | 33.37%-21.9pp | 64.92%-53.4pp | 35.66%-24.1pp |
| Employer contribution / active EE | $523 | $3,105-83.1% | $4,675-88.8% | $2,757-81.0% |
| Participant deferral / active EE | $951 | $3,454-72.5% | $5,630-83.1% | $4,299-77.9% |
| Admin fee / account holder | $8,718 | $7,999+9.0% | $15,900-45.2% | $6,924+25.9% |