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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 | $21,660 | $87,166-75.2% | $76,735-71.8% | $137,256-84.2% |
| Participation rate | 45.5% | 74.4%-28.9pp | 69.5%-24.0pp | 80.0%-34.5pp |
| Annual return | 19.44% | 26.50%-7.1pp | 29.77%-10.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $890 | $2,904-69.3% | $2,454-63.7% | $4,156-78.6% |
| Participant deferral / active EE | $1,100 | $4,726-76.7% | $4,088-73.1% | $6,407-82.8% |
| Admin fee / account holder | $3,264 | $8,403-61.2% | $7,189-54.6% | $12,270-73.4% |