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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 | $22,022 | $57,140-61.5% | $85,240-74.2% | $80,959-72.8% |
| Participation rate | 44.6% | 56.4%-11.8pp | 67.5%-23.0pp | 67.7%-23.1pp |
| Annual return | 23.26% | 21.71%+1.5pp | 66.75%-43.5pp | 35.67%-12.4pp |
| Employer contribution / active EE | $813 | $1,802-54.9% | $2,735-70.3% | $2,757-70.5% |
| Participant deferral / active EE | $1,794 | $3,115-42.4% | $4,527-60.4% | $4,300-58.3% |
| Admin fee / account holder | $4,333 | $4,992-13.2% | $6,165-29.7% | $6,925-37.4% |