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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 | $20,245 | $81,276-75.1% | $155,574-87.0% | $80,925-75.0% |
| Participation rate | 13.3% | 66.2%-52.9pp | 78.2%-64.9pp | 67.7%-54.3pp |
| Annual return | 13.76% | 33.36%-19.6pp | 64.87%-51.1pp | 35.65%-21.9pp |
| Employer contribution / active EE | $385 | $3,103-87.6% | $4,676-91.8% | $2,756-86.0% |
| Participant deferral / active EE | $912 | $3,453-73.6% | $5,629-83.8% | $4,299-78.8% |
| Admin fee / account holder | $1,823 | $7,993-77.2% | $15,914-88.5% | $6,940-73.7% |