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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 | $20,790 | $48,118-56.8% | $136,833-84.8% | $94,015-77.9% |
| Participation rate | 25.0% | 47.4%-22.4pp | 59.0%-34.0pp | 70.8%-45.8pp |
| Annual return | 43.76% | 14.65%+29.1pp | 35.32%+8.4pp | 17.84%+25.9pp |
| Employer contribution / active EE | $591 | $821-27.9% | $1,319-55.2% | $2,790-78.8% |
| Participant deferral / active EE | $744 | $1,651-54.9% | $2,441-69.5% | $4,249-82.5% |
| Admin fee / account holder | $1,737 | $3,059-43.2% | $4,706-63.1% | $8,951-80.6% |