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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 | $19,497 | $29,507-33.9% | $56,025-65.2% | $77,762-74.9% |
| Participation rate | 12.7% | 32.7%-20.1pp | 52.5%-39.9pp | 70.6%-57.9pp |
| Annual return | 19.77% | 18.90%+0.9pp | 1712.69%-1692.9pp | 31.27%-11.5pp |
| Employer contribution / active EE | $343 | $570-39.8% | $1,042-67.1% | $2,728-87.4% |
| Participant deferral / active EE | $508 | $1,062-52.1% | $1,955-74.0% | $4,651-89.1% |
| Admin fee / account holder | $1,277 | $1,041+22.7% | $2,828-54.9% | $433+194.9% |