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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 | $24,352 | $77,814-68.7% | $158,223-84.6% | $86,983-72.0% |
| Participation rate | 32.0% | 68.4%-36.4pp | 79.2%-47.2pp | 69.5%-37.5pp |
| Annual return | 19.68% | 30.54%-10.9pp | 52.09%-32.4pp | 25.83%-6.1pp |
| Employer contribution / active EE | $636 | $2,592-75.5% | $4,109-84.5% | $2,584-75.4% |
| Participant deferral / active EE | $2,769 | $3,270-15.3% | $5,467-49.4% | $4,194-34.0% |
| Admin fee / account holder | $3,719 | $5,879-36.7% | $16,047-76.8% | $7,856-52.7% |