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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 | $22,546 | $76,407-70.5% | $150,298-85.0% | $82,448-72.7% |
| Participation rate | 41.7% | 66.4%-24.7pp | 77.8%-36.1pp | 68.1%-26.4pp |
| Annual return | 19.47% | 39.99%-20.5pp | 62.79%-43.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $665 | $2,614-74.6% | $4,154-84.0% | $2,551-73.9% |
| Participant deferral / active EE | $1,429 | $3,214-55.5% | $5,453-73.8% | $4,139-65.5% |
| Admin fee / account holder | $1,898 | $6,352-70.1% | $14,116-86.6% | $7,234-73.8% |