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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 | $13,410 | $41,016-67.3% | $152,093-91.2% | $64,097-79.1% |
| Participation rate | 26.7% | 51.3%-24.7pp | 77.8%-51.1pp | 55.2%-28.5pp |
| Annual return | 38.06% | 39.60%-1.5pp | 66.36%-28.3pp | 34.64%+3.4pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $649 | $1,927-66.3% | $5,451-88.1% | $3,080-78.9% |
| Admin fee / account holder | $519 | $2,305-77.5% | $14,497-96.4% | $3,454-85.0% |