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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 | $18,097 | $76,407-76.3% | $150,298-88.0% | $82,448-78.1% |
| Participation rate | 56.9% | 66.4%-9.5pp | 77.8%-20.8pp | 68.1%-11.1pp |
| Annual return | 23.55% | 39.99%-16.4pp | 62.79%-39.2pp | 41.64%-18.1pp |
| Employer contribution / active EE | $889 | $2,614-66.0% | $4,154-78.6% | $2,551-65.1% |
| Participant deferral / active EE | $2,575 | $3,214-19.9% | $5,453-52.8% | $4,139-37.8% |
| Admin fee / account holder | $433 | $6,352-93.2% | $14,116-96.9% | $7,234-94.0% |