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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 | $19,664 | $77,814-74.7% | $158,223-87.6% | $86,983-77.4% |
| Participation rate | 57.8% | 68.4%-10.6pp | 79.2%-21.4pp | 69.5%-11.8pp |
| Annual return | 14.12% | 30.54%-16.4pp | 52.09%-38.0pp | 25.83%-11.7pp |
| Employer contribution / active EE | $757 | $2,592-70.8% | $4,109-81.6% | $2,584-70.7% |
| Participant deferral / active EE | $1,184 | $3,270-63.8% | $5,467-78.3% | $4,194-71.8% |
| Admin fee / account holder | $803 | $5,879-86.3% | $16,047-95.0% | $7,856-89.8% |