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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 | $11,130 | $32,037-65.3% | $69,182-83.9% | $62,881-82.3% |
| Participation rate | 19.0% | 43.4%-24.4pp | 55.1%-36.1pp | 69.3%-50.3pp |
| Annual return | 22.58% | 15.16%+7.4pp | -21.93%+44.5pp | 20.14%+2.4pp |
| Employer contribution / active EE | $761 | $679+12.1% | $1,206-36.9% | $2,281-66.6% |
| Participant deferral / active EE | $957 | $1,185-19.3% | $1,897-49.6% | $3,203-70.1% |
| Admin fee / account holder | $650 | $2,608-75.1% | $2,697-75.9% | $4,296-84.9% |