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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 | $41,016-46.4% | $152,093-85.5% | $64,097-65.7% |
| Participation rate | 26.6% | 51.3%-24.7pp | 77.8%-51.2pp | 55.2%-28.6pp |
| Annual return | 16.57% | 39.60%-23.0pp | 66.36%-49.8pp | 34.64%-18.1pp |
| Employer contribution / active EE | $288 | $1,342-78.5% | $4,175-93.1% | $1,891-84.8% |
| Participant deferral / active EE | $1,414 | $1,927-26.6% | $5,451-74.1% | $3,080-54.1% |
| Admin fee / account holder | $1,069 | $2,305-53.6% | $14,497-92.6% | $3,454-69.1% |