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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 | $21,995 | $45,343-51.5% | $150,298-85.4% | $67,986-67.6% |
| Participation rate | 26.6% | 51.9%-25.3pp | 77.8%-51.2pp | 57.2%-30.6pp |
| Annual return | 16.57% | 33.28%-16.7pp | 62.79%-46.2pp | 31.67%-15.1pp |
| Employer contribution / active EE | $288 | $1,462-80.3% | $4,154-93.1% | $2,019-85.7% |
| Participant deferral / active EE | $1,414 | $2,055-31.2% | $5,453-74.1% | $3,358-57.9% |
| Admin fee / account holder | $1,069 | $2,250-52.5% | $14,116-92.4% | $3,203-66.6% |