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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 | $22,389 | $84,233-73.4% | $170,436-86.9% | $70,131-68.1% |
| Participation rate | 44.0% | 70.8%-26.8pp | 83.6%-39.6pp | 69.5%-25.5pp |
| Annual return | 14.94% | 23.06%-8.1pp | 205.94%-191.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $899 | $3,387-73.5% | $5,433-83.5% | $2,342-61.6% |
| Participant deferral / active EE | $3,045 | $3,086-1.3% | $4,939-38.4% | $3,332-8.6% |
| Admin fee / account holder | $3,112 | $5,698-45.4% | $13,880-77.6% | $4,645-33.0% |