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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 | $21,318 | $111,814-80.9% | $103,378-79.4% | $145,978-85.4% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 10.47% | 24.80%-14.3pp | 24.91%-14.4pp | 550.52%-540.1pp |
| Employer contribution / active EE | $1,378 | $4,215-67.3% | $3,870-64.4% | $4,662-70.4% |
| Participant deferral / active EE | $2,075 | $5,618-63.1% | $5,058-59.0% | $6,690-69.0% |
| Admin fee / account holder | $457 | $9,764-95.3% | $8,401-94.6% | $13,400-96.6% |