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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 | $18,105 | $81,276-77.7% | $155,574-88.4% | $80,925-77.6% |
| Participation rate | 41.7% | 66.2%-24.6pp | 78.2%-36.5pp | 67.7%-26.0pp |
| Annual return | 32.49% | 33.36%-0.9pp | 64.87%-32.4pp | 35.65%-3.2pp |
| Employer contribution / active EE | $572 | $3,103-81.6% | $4,676-87.8% | $2,756-79.3% |
| Participant deferral / active EE | $1,800 | $3,453-47.9% | $5,629-68.0% | $4,299-58.1% |
| Admin fee / account holder | $884 | $7,993-88.9% | $15,914-94.4% | $6,940-87.3% |