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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 | $15,250 | $41,016-62.8% | $152,093-90.0% | $64,097-76.2% |
| Participation rate | 26.0% | 51.3%-25.4pp | 77.8%-51.8pp | 55.2%-29.2pp |
| Annual return | 37.62% | 39.60%-2.0pp | 66.36%-28.7pp | 34.64%+3.0pp |
| Employer contribution / active EE | $537 | $1,342-60.0% | $4,175-87.1% | $1,891-71.6% |
| Participant deferral / active EE | $994 | $1,927-48.4% | $5,451-81.8% | $3,080-67.7% |
| Admin fee / account holder | $447 | $2,305-80.6% | $14,497-96.9% | $3,454-87.1% |