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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 | $76,407-68.1% | $150,298-83.8% | $82,448-70.5% |
| Participation rate | 32.0% | 66.4%-34.4pp | 77.8%-45.8pp | 68.1%-36.1pp |
| Annual return | 19.68% | 39.99%-20.3pp | 62.79%-43.1pp | 41.64%-22.0pp |
| Employer contribution / active EE | $636 | $2,614-75.7% | $4,154-84.7% | $2,551-75.1% |
| Participant deferral / active EE | $2,769 | $3,214-13.9% | $5,453-49.2% | $4,139-33.1% |
| Admin fee / account holder | $3,719 | $6,352-41.5% | $14,116-73.7% | $7,234-48.6% |