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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 | $20,641 | $35,183-41.3% | $73,550-71.9% | $70,126-70.6% |
| Participation rate | 56.5% | 42.9%+13.6pp | 54.9%+1.6pp | 69.5%-13.0pp |
| Annual return | 16.26% | 26.90%-10.6pp | -15.16%+31.4pp | 73.15%-56.9pp |
| Employer contribution / active EE | $400 | $709-43.6% | $1,219-67.2% | $2,343-82.9% |
| Participant deferral / active EE | $659 | $1,220-46.0% | $1,804-63.5% | $3,332-80.2% |
| Admin fee / account holder | $1,175 | $2,302-49.0% | $2,320-49.3% | $4,645-74.7% |