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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 | $57,073-61.4% | $85,126-74.1% | $80,925-72.8% |
| Participation rate | 44.6% | 56.4%-11.8pp | 67.5%-22.9pp | 67.7%-23.1pp |
| Annual return | 23.26% | 21.69%+1.6pp | 66.63%-43.4pp | 35.65%-12.4pp |
| Employer contribution / active EE | $813 | $1,801-54.9% | $2,731-70.2% | $2,756-70.5% |
| Participant deferral / active EE | $1,794 | $3,113-42.4% | $4,523-60.3% | $4,299-58.3% |
| Admin fee / account holder | $4,333 | $4,988-13.1% | $6,160-29.7% | $6,940-37.6% |