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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 | $12,588 | $35,183-64.2% | $73,545-82.9% | $70,124-82.0% |
| Participation rate | 64.3% | 42.9%+21.4pp | 54.9%+9.4pp | 69.5%-5.3pp |
| Annual return | 19.47% | 26.90%-7.4pp | -15.16%+34.6pp | 73.14%-53.7pp |
| Employer contribution / active EE | $701 | $709-1.1% | $1,219-42.5% | $2,342-70.1% |
| Participant deferral / active EE | $2,199 | $1,220+80.3% | $1,806+21.8% | $3,332-34.0% |
| Admin fee / account holder | $462 | $2,302-79.9% | $2,320-80.1% | $4,645-90.1% |