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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 | $22,399 | $81,276-72.4% | $155,574-85.6% | $80,925-72.3% |
| Participation rate | 45.7% | 66.2%-20.6pp | 78.2%-32.6pp | 67.7%-22.0pp |
| Annual return | 24.13% | 33.36%-9.2pp | 64.87%-40.7pp | 35.65%-11.5pp |
| Employer contribution / active EE | $517 | $3,103-83.3% | $4,676-88.9% | $2,756-81.2% |
| Participant deferral / active EE | $1,812 | $3,453-47.5% | $5,629-67.8% | $4,299-57.9% |
| Admin fee / account holder | $6,303 | $7,993-21.1% | $15,914-60.4% | $6,940-9.2% |