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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 | $14,059 | $48,078-70.8% | $78,676-82.1% | $62,881-77.6% |
| Participation rate | 57.8% | 65.2%-7.4pp | 73.6%-15.8pp | 69.3%-11.5pp |
| Annual return | 6.35% | 31.36%-25.0pp | 62.19%-55.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $904 | $2,015-55.1% | $2,850-68.3% | $2,281-60.4% |
| Participant deferral / active EE | $1,282 | $2,587-50.4% | $3,517-63.5% | $3,203-60.0% |
| Admin fee / account holder | $6,207 | $3,206+93.6% | $4,510+37.6% | $4,296+44.5% |