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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 | $17,914 | $43,496-58.8% | $161,489-88.9% | $64,340-72.2% |
| Participation rate | 51.7% | 53.5%-1.8pp | 78.7%-27.0pp | 55.2%-3.5pp |
| Annual return | 13.30% | 20.76%-7.5pp | 89.72%-76.4pp | 24.14%-10.8pp |
| Employer contribution / active EE | $702 | $1,431-50.9% | $4,268-83.5% | $1,862-62.3% |
| Participant deferral / active EE | $1,232 | $1,996-38.2% | $5,630-78.1% | $2,980-58.6% |
| Admin fee / account holder | $1,534 | $2,330-34.2% | $16,006-90.4% | $3,703-58.6% |