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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 | $25,996 | $29,670-12.4% | $56,054-53.6% | $80,911-67.9% |
| Participation rate | 31.4% | 41.7%-10.3pp | 52.5%-21.1pp | 67.6%-36.3pp |
| Annual return | 15.82% | 35.24%-19.4pp | 1705.95%-1690.1pp | 35.63%-19.8pp |
| Employer contribution / active EE | $406 | $670-39.4% | $1,039-60.9% | $2,756-85.3% |
| Participant deferral / active EE | $944 | $1,227-23.1% | $1,952-51.6% | $4,297-78.0% |
| Admin fee / account holder | $646 | $2,431-73.4% | $2,822-77.1% | $6,935-90.7% |