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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 | $16,071 | $46,732-65.6% | $156,551-89.7% | $55,167-70.9% |
| Participation rate | 34.0% | 65.8%-31.8pp | 84.0%-50.0pp | 69.0%-35.0pp |
| Annual return | 16.03% | 17.72%-1.7pp | 32.23%-16.2pp | 169.23%-153.2pp |
| Employer contribution / active EE | $467 | $2,105-77.8% | $5,501-91.5% | $1,963-76.2% |
| Participant deferral / active EE | $660 | $2,204-70.1% | $4,871-86.4% | $3,054-78.4% |
| Admin fee / account holder | $1,399 | $418+234.4% | $13,028-89.3% | $504+177.6% |