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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 | $24,949 | $77,814-67.9% | $158,223-84.2% | $86,983-71.3% |
| Participation rate | 53.2% | 68.4%-15.2pp | 79.2%-26.0pp | 69.5%-16.3pp |
| Annual return | 18.20% | 30.54%-12.3pp | 52.09%-33.9pp | 25.83%-7.6pp |
| Employer contribution / active EE | $756 | $2,592-70.8% | $4,109-81.6% | $2,584-70.7% |
| Participant deferral / active EE | $2,044 | $3,270-37.5% | $5,467-62.6% | $4,194-51.3% |
| Admin fee / account holder | $390 | $5,879-93.4% | $16,047-97.6% | $7,856-95.0% |