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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 | $21,889 | $55,889-60.8% | $76,119-71.2% | $80,935-73.0% |
| Participation rate | 29.2% | 62.1%-32.8pp | 69.1%-39.8pp | 67.7%-38.4pp |
| Annual return | 13.14% | 20.58%-7.4pp | 361.25%-348.1pp | 35.66%-22.5pp |
| Employer contribution / active EE | $987 | $1,866-47.1% | $2,693-63.4% | $2,757-64.2% |
| Participant deferral / active EE | $1,464 | $3,051-52.0% | $4,259-65.6% | $4,299-65.9% |
| Admin fee / account holder | $377 | $5,241-92.8% | $6,421-94.1% | $6,924-94.6% |