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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 | $21,474 | $41,016-47.6% | $152,093-85.9% | $64,097-66.5% |
| Participation rate | 22.4% | 51.3%-29.0pp | 77.8%-55.4pp | 55.2%-32.8pp |
| Annual return | 11.83% | 39.60%-27.8pp | 66.36%-54.5pp | 34.64%-22.8pp |
| Employer contribution / active EE | $293 | $1,342-78.2% | $4,175-93.0% | $1,891-84.5% |
| Participant deferral / active EE | $843 | $1,927-56.3% | $5,451-84.5% | $3,080-72.6% |
| Admin fee / account holder | $4,384 | $2,305+90.2% | $14,497-69.8% | $3,454+26.9% |