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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 | $46,688-52.7% | $189,758-88.4% | $69,733-68.3% |
| Participation rate | 25.0% | 61.7%-36.7pp | 79.8%-54.8pp | 62.5%-37.5pp |
| Annual return | 13.96% | 14.35%-0.4pp | 52.62%-38.7pp | 15.22%-1.3pp |
| Employer contribution / active EE | $445 | $1,695-73.8% | $4,767-90.7% | $2,250-80.2% |
| Participant deferral / active EE | $1,002 | $2,143-53.2% | $5,856-82.9% | $3,054-67.2% |
| Admin fee / account holder | $444 | $1,700-73.9% | $20,388-97.8% | $3,102-85.7% |