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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 | $12,058 | $35,183-65.7% | $73,550-83.6% | $70,126-82.8% |
| Participation rate | 26.8% | 42.9%-16.1pp | 54.9%-28.1pp | 69.5%-42.7pp |
| Annual return | 17.33% | 26.90%-9.6pp | -15.16%+32.5pp | 73.15%-55.8pp |
| Employer contribution / active EE | $434 | $709-38.7% | $1,219-64.4% | $2,343-81.5% |
| Participant deferral / active EE | $977 | $1,220-19.9% | $1,804-45.8% | $3,332-70.7% |
| Admin fee / account holder | $381 | $2,302-83.5% | $2,320-83.6% | $4,645-91.8% |