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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 | $22,960 | $56,110-59.1% | $94,993-75.8% | $70,126-67.3% |
| Participation rate | 29.9% | 65.0%-35.1pp | 73.9%-44.0pp | 69.5%-39.7pp |
| Annual return | 18.78% | 51.02%-32.2pp | 27.14%-8.4pp | 73.15%-54.4pp |
| Employer contribution / active EE | $609 | $1,442-57.8% | $2,603-76.6% | $2,343-74.0% |
| Participant deferral / active EE | $976 | $2,391-59.2% | $3,317-70.6% | $3,332-70.7% |
| Admin fee / account holder | $402 | $3,456-88.4% | $4,960-91.9% | $4,645-91.3% |