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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 | $24,982 | $81,331-69.3% | $155,534-83.9% | $80,935-69.1% |
| Participation rate | 37.7% | 66.3%-28.5pp | 78.2%-40.5pp | 67.7%-29.9pp |
| Annual return | 21.38% | 33.37%-12.0pp | 64.92%-43.5pp | 35.66%-14.3pp |
| Employer contribution / active EE | $448 | $3,105-85.6% | $4,675-90.4% | $2,757-83.7% |
| Participant deferral / active EE | $1,572 | $3,454-54.5% | $5,630-72.1% | $4,299-63.4% |
| Admin fee / account holder | $8,981 | $7,999+12.3% | $15,900-43.5% | $6,924+29.7% |