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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 | $16,024 | $57,590-72.2% | $86,233-81.4% | $82,448-80.6% |
| Participation rate | 38.3% | 57.9%-19.6pp | 69.0%-30.7pp | 68.1%-29.8pp |
| Annual return | 15.59% | 22.41%-6.8pp | 61.39%-45.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $394 | $1,655-76.2% | $2,504-84.3% | $2,551-84.6% |
| Participant deferral / active EE | $1,070 | $3,080-65.3% | $4,559-76.5% | $4,139-74.2% |
| Admin fee / account holder | $2,169 | $4,730-54.1% | $8,342-74.0% | $7,234-70.0% |