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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 | $13,679 | $81,276-83.2% | $155,574-91.2% | $80,925-83.1% |
| Participation rate | 19.8% | 66.2%-46.5pp | 78.2%-58.5pp | 67.7%-47.9pp |
| Annual return | 27.54% | 33.36%-5.8pp | 64.87%-37.3pp | 35.65%-8.1pp |
| Employer contribution / active EE | $411 | $3,103-86.8% | $4,676-91.2% | $2,756-85.1% |
| Participant deferral / active EE | $1,786 | $3,453-48.3% | $5,629-68.3% | $4,299-58.5% |
| Admin fee / account holder | $1,224 | $7,993-84.7% | $15,914-92.3% | $6,940-82.4% |