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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 | $20,577 | $77,638-73.5% | $156,551-86.9% | $62,881-67.3% |
| Participation rate | 57.1% | 71.2%-14.1pp | 84.0%-26.9pp | 69.3%-12.2pp |
| Annual return | 7.21% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $670 | $3,444-80.5% | $5,501-87.8% | $2,281-70.6% |
| Participant deferral / active EE | $3,241 | $3,046+6.4% | $4,871-33.5% | $3,203+1.2% |
| Admin fee / account holder | $670 | $5,561-87.9% | $13,028-94.9% | $4,296-84.4% |