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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 | $21,328 | $81,276-73.8% | $155,574-86.3% | $80,925-73.6% |
| Participation rate | 47.3% | 66.2%-19.0pp | 78.2%-30.9pp | 67.7%-20.4pp |
| Annual return | 11.66% | 33.36%-21.7pp | 64.87%-53.2pp | 35.65%-24.0pp |
| Employer contribution / active EE | $839 | $3,103-73.0% | $4,676-82.0% | $2,756-69.5% |
| Participant deferral / active EE | $912 | $3,453-73.6% | $5,629-83.8% | $4,299-78.8% |
| Admin fee / account holder | $953 | $7,993-88.1% | $15,914-94.0% | $6,940-86.3% |