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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 | $21,282 | $81,331-73.8% | $155,534-86.3% | $80,935-73.7% |
| Participation rate | 42.3% | 66.3%-23.9pp | 78.2%-35.9pp | 67.7%-25.4pp |
| Annual return | 14.81% | 33.37%-18.6pp | 64.92%-50.1pp | 35.66%-20.9pp |
| Employer contribution / active EE | $723 | $3,105-76.7% | $4,675-84.5% | $2,757-73.8% |
| Participant deferral / active EE | $2,040 | $3,454-40.9% | $5,630-63.8% | $4,299-52.6% |
| Admin fee / account holder | $645 | $7,999-91.9% | $15,900-95.9% | $6,924-90.7% |