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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 | $17,254 | $77,638-77.8% | $156,551-89.0% | $62,881-72.6% |
| Participation rate | 32.7% | 71.2%-38.5pp | 84.0%-51.3pp | 69.3%-36.6pp |
| Annual return | 17.47% | 50.33%-32.9pp | 32.23%-14.8pp | 20.14%-2.7pp |
| Employer contribution / active EE | $1,305 | $3,444-62.1% | $5,501-76.3% | $2,281-42.8% |
| Participant deferral / active EE | $2,004 | $3,046-34.2% | $4,871-58.9% | $3,203-37.4% |
| Admin fee / account holder | $374 | $5,561-93.3% | $13,028-97.1% | $4,296-91.3% |