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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 | $19,045 | $44,425-57.1% | $67,834-71.9% | $55,167-65.5% |
| Participation rate | 35.2% | 59.7%-24.5pp | 68.8%-33.6pp | 69.0%-33.8pp |
| Annual return | 6.54% | 17.80%-11.3pp | 138.47%-131.9pp | 169.23%-162.7pp |
| Employer contribution / active EE | $679 | $1,351-49.8% | $2,403-71.8% | $1,963-65.4% |
| Participant deferral / active EE | $1,454 | $2,166-32.9% | $3,160-54.0% | $3,054-52.4% |
| Admin fee / account holder | $1,113 | $530+109.8% | $4,622-75.9% | $504+120.8% |