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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 | $21,759 | $45,343-52.0% | $150,298-85.5% | $67,986-68.0% |
| Participation rate | 50.9% | 51.9%-1.0pp | 77.8%-26.9pp | 57.2%-6.3pp |
| Annual return | 14.34% | 33.28%-18.9pp | 62.79%-48.4pp | 31.67%-17.3pp |
| Employer contribution / active EE | $937 | $1,462-35.9% | $4,154-77.5% | $2,019-53.6% |
| Participant deferral / active EE | $1,851 | $2,055-9.9% | $5,453-66.1% | $3,358-44.9% |
| Admin fee / account holder | $3,846 | $2,250+71.0% | $14,116-72.8% | $3,203+20.1% |