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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 | $22,823 | $62,672-63.6% | $185,117-87.7% | $70,126-67.5% |
| Participation rate | 48.3% | 63.8%-15.5pp | 77.3%-29.0pp | 69.5%-21.3pp |
| Annual return | 16.09% | 40.79%-24.7pp | 40.50%-24.4pp | 73.15%-57.1pp |
| Employer contribution / active EE | $863 | $1,753-50.8% | $4,182-79.4% | $2,343-63.2% |
| Participant deferral / active EE | $1,208 | $3,272-63.1% | $5,045-76.1% | $3,332-63.7% |
| Admin fee / account holder | $4,056 | $3,932+3.2% | $8,159-50.3% | $4,645-12.7% |