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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 | $23,557 | $161,352-85.4% | $134,172-82.4% | $137,256-82.8% |
| Participation rate | 46.7% | 78.3%-31.6pp | 72.5%-25.8pp | 80.0%-33.3pp |
| Annual return | 16.26% | 28.72%-12.5pp | 25.30%-9.0pp | 220.34%-204.1pp |
| Employer contribution / active EE | $935 | $4,099-77.2% | $3,420-72.7% | $4,156-77.5% |
| Participant deferral / active EE | $1,812 | $5,552-67.4% | $4,690-61.4% | $6,407-71.7% |
| Admin fee / account holder | $2,221 | $15,028-85.2% | $12,016-81.5% | $12,270-81.9% |