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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 | $29,930 | $41,016-27.0% | $152,093-80.3% | $64,097-53.3% |
| Participation rate | 19.1% | 51.3%-32.3pp | 77.8%-58.7pp | 55.2%-36.1pp |
| Annual return | 18.96% | 39.60%-20.6pp | 66.36%-47.4pp | 34.64%-15.7pp |
| Employer contribution / active EE | $456 | $1,342-66.0% | $4,175-89.1% | $1,891-75.9% |
| Participant deferral / active EE | $1,309 | $1,927-32.1% | $5,451-76.0% | $3,080-57.5% |
| Admin fee / account holder | $3,293 | $2,305+42.8% | $14,497-77.3% | $3,454-4.7% |