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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 | $22,615 | $84,236-73.2% | $170,435-86.7% | $70,126-67.8% |
| Participation rate | 53.8% | 70.8%-17.0pp | 83.6%-29.8pp | 69.5%-15.7pp |
| Annual return | 12.60% | 23.06%-10.5pp | 205.94%-193.3pp | 73.15%-60.6pp |
| Employer contribution / active EE | $865 | $3,387-74.5% | $5,432-84.1% | $2,343-63.1% |
| Participant deferral / active EE | $1,159 | $3,086-62.4% | $4,939-76.5% | $3,332-65.2% |
| Admin fee / account holder | $1,227 | $5,698-78.5% | $13,881-91.2% | $4,645-73.6% |