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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 | $19,151 | $42,909-55.4% | $152,093-87.4% | $71,012-73.0% |
| Participation rate | 22.8% | 54.7%-31.8pp | 77.8%-55.0pp | 58.6%-35.7pp |
| Annual return | 26.56% | 30.57%-4.0pp | 66.36%-39.8pp | 37.67%-11.1pp |
| Employer contribution / active EE | $544 | $1,369-60.2% | $4,175-87.0% | $2,348-76.8% |
| Participant deferral / active EE | $1,167 | $1,904-38.7% | $5,451-78.6% | $3,246-64.0% |
| Admin fee / account holder | $2,785 | $1,014+174.6% | $14,497-80.8% | $1,167+138.6% |