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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 | $20,317 | $54,763-62.9% | $90,324-77.5% | $72,976-72.2% |
| Participation rate | 45.6% | 65.2%-19.6pp | 73.3%-27.7pp | 69.5%-23.9pp |
| Annual return | 17.04% | 30.63%-13.6pp | 78.15%-61.1pp | 81.02%-64.0pp |
| Employer contribution / active EE | $659 | $2,093-68.5% | $2,856-76.9% | $2,440-73.0% |
| Participant deferral / active EE | $1,069 | $2,887-63.0% | $3,885-72.5% | $3,608-70.4% |
| Admin fee / account holder | $1,301 | $3,973-67.3% | $5,356-75.7% | $5,124-74.6% |