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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 | $19,261 | $29,051-33.7% | $52,425-63.3% | $67,986-71.7% |
| Participation rate | 20.9% | 30.4%-9.5pp | 55.6%-34.7pp | 57.2%-36.3pp |
| Annual return | 18.51% | 24.00%-5.5pp | 302.12%-283.6pp | 31.67%-13.2pp |
| Employer contribution / active EE | $523 | $412+26.9% | $914-42.8% | $2,019-74.1% |
| Participant deferral / active EE | $812 | $873-7.0% | $1,790-54.6% | $3,358-75.8% |
| Admin fee / account holder | $1,988 | $2,113-5.9% | $2,495-20.3% | $3,203-37.9% |