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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 | $33,615 | $116,203-71.1% | $93,621-64.1% | $152,909-78.0% |
| Participation rate | 68.8% | 78.1%-9.3pp | 75.8%-7.1pp | 82.5%-13.7pp |
| Annual return | 17.14% | 35.96%-18.8pp | 32.76%-15.6pp | 345.46%-328.3pp |
| Employer contribution / active EE | $892 | $3,219-72.3% | $2,719-67.2% | $4,764-81.3% |
| Participant deferral / active EE | $1,343 | $4,605-70.8% | $4,070-67.0% | $5,851-77.0% |
| Admin fee / account holder | $7,776 | $10,751-27.7% | $7,890-1.4% | $11,601-33.0% |