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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 | $22,076 | $45,343-51.3% | $150,298-85.3% | $67,986-67.5% |
| Participation rate | 25.0% | 51.9%-26.9pp | 77.8%-52.8pp | 57.2%-32.2pp |
| Annual return | 13.96% | 33.28%-19.3pp | 62.79%-48.8pp | 31.67%-17.7pp |
| Employer contribution / active EE | $445 | $1,462-69.6% | $4,154-89.3% | $2,019-78.0% |
| Participant deferral / active EE | $1,002 | $2,055-51.2% | $5,453-81.6% | $3,358-70.2% |
| Admin fee / account holder | $444 | $2,250-80.2% | $14,116-96.9% | $3,203-86.1% |