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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 | $30,181 | $48,118-37.3% | $136,833-77.9% | $94,015-67.9% |
| Participation rate | 19.4% | 47.4%-27.9pp | 59.0%-39.6pp | 70.8%-51.4pp |
| Annual return | 12.72% | 14.65%-1.9pp | 35.32%-22.6pp | 17.84%-5.1pp |
| Employer contribution / active EE | $199 | $821-75.8% | $1,319-84.9% | $2,790-92.9% |
| Participant deferral / active EE | $496 | $1,651-70.0% | $2,441-79.7% | $4,249-88.3% |
| Admin fee / account holder | $2,299 | $3,059-24.9% | $4,706-51.2% | $8,951-74.3% |