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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 | $23,709 | $76,407-69.0% | $150,298-84.2% | $82,448-71.2% |
| Participation rate | 48.3% | 66.4%-18.1pp | 77.8%-29.4pp | 68.1%-19.7pp |
| Annual return | 21.43% | 39.99%-18.6pp | 62.79%-41.4pp | 41.64%-20.2pp |
| Employer contribution / active EE | $525 | $2,614-79.9% | $4,154-87.4% | $2,551-79.4% |
| Participant deferral / active EE | $3,007 | $3,214-6.5% | $5,453-44.9% | $4,139-27.4% |
| Admin fee / account holder | $2,535 | $6,352-60.1% | $14,116-82.0% | $7,234-65.0% |