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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 | $21,411 | $73,978-71.1% | $96,515-77.8% | $75,173-71.5% |
| Participation rate | 23.8% | 66.4%-42.6pp | 74.3%-50.5pp | 67.2%-43.4pp |
| Annual return | 26.81% | 26.72%+0.1pp | 35.73%-8.9pp | 160.72%-133.9pp |
| Employer contribution / active EE | $837 | $2,931-71.4% | $3,740-77.6% | $2,671-68.7% |
| Participant deferral / active EE | $1,846 | $3,660-49.6% | $4,880-62.2% | $4,126-55.3% |
| Admin fee / account holder | $1,235 | $5,219-76.3% | $6,735-81.7% | $5,651-78.1% |