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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 | $46,464-58.8% | $150,298-87.3% | $79,634-76.0% |
| Participation rate | 22.8% | 57.0%-34.1pp | 77.8%-54.9pp | 62.5%-39.7pp |
| Annual return | 26.56% | 27.89%-1.3pp | 62.79%-36.2pp | 36.46%-9.9pp |
| Employer contribution / active EE | $544 | $1,512-64.0% | $4,154-86.9% | $2,529-78.5% |
| Participant deferral / active EE | $1,167 | $2,157-45.9% | $5,453-78.6% | $3,835-69.6% |
| Admin fee / account holder | $2,785 | $891+212.7% | $14,116-80.3% | $1,002+178.0% |