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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 | $21,584 | $45,343-52.4% | $150,298-85.6% | $67,986-68.3% |
| Participation rate | 54.1% | 51.9%+2.2pp | 77.8%-23.7pp | 57.2%-3.2pp |
| Annual return | 14.76% | 33.28%-18.5pp | 62.79%-48.0pp | 31.67%-16.9pp |
| Employer contribution / active EE | $343 | $1,462-76.5% | $4,154-91.7% | $2,019-83.0% |
| Participant deferral / active EE | $624 | $2,055-69.7% | $5,453-88.6% | $3,358-81.4% |
| Admin fee / account holder | $704 | $2,250-68.7% | $14,116-95.0% | $3,203-78.0% |