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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 | $22,581 | $81,358-72.2% | $155,556-85.5% | $80,959-72.1% |
| Participation rate | 33.3% | 66.3%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 13.32% | 33.39%-20.1pp | 64.84%-51.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $664 | $3,106-78.6% | $4,675-85.8% | $2,757-75.9% |
| Participant deferral / active EE | $1,426 | $3,455-58.7% | $5,631-74.7% | $4,300-66.8% |
| Admin fee / account holder | $1,072 | $7,994-86.6% | $15,885-93.3% | $6,925-84.5% |