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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 | $17,708 | $37,428-52.7% | $77,498-77.2% | $79,860-77.8% |
| Participation rate | 35.5% | 41.5%-6.0pp | 54.2%-18.7pp | 69.6%-34.2pp |
| Annual return | 23.50% | 39.71%-16.2pp | 54.79%-31.3pp | 31.72%-8.2pp |
| Employer contribution / active EE | $454 | $637-28.7% | $987-54.0% | $2,471-81.6% |
| Participant deferral / active EE | $1,588 | $1,260+26.0% | $1,861-14.7% | $3,740-57.6% |
| Admin fee / account holder | $416 | $2,505-83.4% | $2,858-85.4% | $5,306-92.2% |