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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 | $23,870 | $46,688-48.9% | $189,758-87.4% | $69,733-65.8% |
| Participation rate | 32.0% | 61.7%-29.7pp | 79.8%-47.8pp | 62.5%-30.5pp |
| Annual return | 18.94% | 14.35%+4.6pp | 52.62%-33.7pp | 15.22%+3.7pp |
| Employer contribution / active EE | $598 | $1,695-64.7% | $4,767-87.5% | $2,250-73.4% |
| Participant deferral / active EE | $967 | $2,143-54.9% | $5,856-83.5% | $3,054-68.3% |
| Admin fee / account holder | $1,260 | $1,700-25.9% | $20,388-93.8% | $3,102-59.4% |