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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 | $43,496-49.4% | $161,489-86.4% | $64,340-65.8% |
| Participation rate | 26.6% | 53.5%-26.9pp | 78.7%-52.1pp | 55.2%-28.6pp |
| Annual return | 16.57% | 20.76%-4.2pp | 89.72%-73.2pp | 24.14%-7.6pp |
| Employer contribution / active EE | $288 | $1,431-79.8% | $4,268-93.2% | $1,862-84.5% |
| Participant deferral / active EE | $1,414 | $1,996-29.1% | $5,630-74.9% | $2,980-52.5% |
| Admin fee / account holder | $1,069 | $2,330-54.1% | $16,006-93.3% | $3,703-71.1% |