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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 | $19,912 | $81,262-75.5% | $155,602-87.2% | $80,911-75.4% |
| Participation rate | 55.0% | 66.2%-11.2pp | 78.2%-23.2pp | 67.6%-12.6pp |
| Annual return | 11.87% | 33.34%-21.5pp | 64.81%-52.9pp | 35.63%-23.8pp |
| Employer contribution / active EE | $681 | $3,102-78.0% | $4,675-85.4% | $2,756-75.3% |
| Participant deferral / active EE | $1,434 | $3,451-58.4% | $5,629-74.5% | $4,297-66.6% |
| Admin fee / account holder | $3,052 | $7,992-61.8% | $15,923-80.8% | $6,935-56.0% |