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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 | $14,073 | $45,343-69.0% | $150,298-90.6% | $67,986-79.3% |
| Participation rate | 26.0% | 51.9%-25.9pp | 77.8%-51.8pp | 57.2%-31.2pp |
| Annual return | 17.51% | 33.28%-15.8pp | 62.79%-45.3pp | 31.67%-14.2pp |
| Employer contribution / active EE | $297 | $1,462-79.7% | $4,154-92.8% | $2,019-85.3% |
| Participant deferral / active EE | $721 | $2,055-64.9% | $5,453-86.8% | $3,358-78.5% |
| Admin fee / account holder | $1,868 | $2,250-17.0% | $14,116-86.8% | $3,203-41.7% |