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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 | $24,512 | $53,127-53.9% | $86,587-71.7% | $70,131-65.0% |
| Participation rate | 61.8% | 65.3%-3.5pp | 73.5%-11.8pp | 69.5%-7.8pp |
| Annual return | 13.54% | 27.66%-14.1pp | 964.86%-951.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $983 | $2,068-52.5% | $2,839-65.4% | $2,342-58.1% |
| Participant deferral / active EE | $1,187 | $2,696-56.0% | $3,609-67.1% | $3,332-64.4% |
| Admin fee / account holder | $940 | $3,585-73.8% | $4,906-80.8% | $4,645-79.8% |