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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 | $18,187 | $41,016-55.7% | $152,093-88.0% | $64,097-71.6% |
| Participation rate | 25.8% | 51.3%-25.5pp | 77.8%-51.9pp | 55.2%-29.4pp |
| Annual return | 21.78% | 39.60%-17.8pp | 66.36%-44.6pp | 34.64%-12.9pp |
| Employer contribution / active EE | $369 | $1,342-72.5% | $4,175-91.2% | $1,891-80.5% |
| Participant deferral / active EE | $912 | $1,927-52.7% | $5,451-83.3% | $3,080-70.4% |
| Admin fee / account holder | $911 | $2,305-60.5% | $14,497-93.7% | $3,454-73.6% |