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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 | $21,079 | $35,183-40.1% | $73,545-71.3% | $70,124-69.9% |
| Participation rate | 23.6% | 42.9%-19.3pp | 54.9%-31.3pp | 69.5%-45.9pp |
| Annual return | 19.92% | 26.90%-7.0pp | -15.16%+35.1pp | 73.14%-53.2pp |
| Employer contribution / active EE | $269 | $709-62.0% | $1,219-77.9% | $2,342-88.5% |
| Participant deferral / active EE | $1,001 | $1,220-17.9% | $1,806-44.6% | $3,332-69.9% |
| Admin fee / account holder | $398 | $2,302-82.7% | $2,320-82.8% | $4,645-91.4% |