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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 | $36,904-48.1% | $158,223-87.9% | $65,191-70.6% |
| Participation rate | 22.8% | 62.1%-39.3pp | 79.2%-56.4pp | 63.0%-40.2pp |
| Annual return | 26.56% | 24.43%+2.1pp | 52.09%-25.5pp | 51.24%-24.7pp |
| Employer contribution / active EE | $544 | $1,489-63.5% | $4,109-86.8% | $2,400-77.3% |
| Participant deferral / active EE | $1,167 | $1,936-39.7% | $5,467-78.7% | $2,671-56.3% |
| Admin fee / account holder | $2,785 | $793+251.2% | $16,047-82.6% | $907+207.1% |