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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 | $14,353 | $46,599-69.2% | $64,101-77.6% | $75,173-80.9% |
| Participation rate | 23.0% | 65.9%-43.0pp | 72.3%-49.3pp | 67.2%-44.2pp |
| Annual return | 26.77% | 26.06%+0.7pp | 33.72%-6.9pp | 160.72%-133.9pp |
| Employer contribution / active EE | $507 | $1,975-74.3% | $2,749-81.6% | $2,671-81.0% |
| Participant deferral / active EE | $816 | $2,837-71.3% | $3,881-79.0% | $4,126-80.2% |
| Admin fee / account holder | $766 | $2,956-74.1% | $3,070-75.1% | $5,651-86.4% |