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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 | $75,541-67.0% | $152,093-83.6% | $82,637-69.8% |
| Participation rate | 53.2% | 66.5%-13.3pp | 77.8%-24.5pp | 68.1%-14.8pp |
| Annual return | 18.20% | 32.56%-14.4pp | 66.36%-48.2pp | 53.51%-35.3pp |
| Employer contribution / active EE | $756 | $2,622-71.2% | $4,175-81.9% | $2,552-70.4% |
| Participant deferral / active EE | $2,044 | $3,206-36.3% | $5,451-62.5% | $4,126-50.5% |
| Admin fee / account holder | $390 | $6,405-93.9% | $14,497-97.3% | $7,339-94.7% |