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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 | $24,612 | $63,861-61.5% | $104,639-76.5% | $79,856-69.2% |
| Participation rate | 45.5% | 64.9%-19.5pp | 74.1%-28.6pp | 69.6%-24.2pp |
| Annual return | 19.55% | 21.30%-1.8pp | 340.67%-321.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $336 | $1,588-78.9% | $2,682-87.5% | $2,471-86.4% |
| Participant deferral / active EE | $1,586 | $2,693-41.1% | $3,738-57.6% | $3,741-57.6% |
| Admin fee / account holder | $552 | $4,185-86.8% | $6,465-91.5% | $5,306-89.6% |