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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 | $45,343-47.4% | $150,298-84.1% | $67,986-64.9% |
| Participation rate | 32.0% | 51.9%-19.9pp | 77.8%-45.8pp | 57.2%-25.2pp |
| Annual return | 18.94% | 33.28%-14.3pp | 62.79%-43.8pp | 31.67%-12.7pp |
| Employer contribution / active EE | $598 | $1,462-59.1% | $4,154-85.6% | $2,019-70.4% |
| Participant deferral / active EE | $967 | $2,055-52.9% | $5,453-82.3% | $3,358-71.2% |
| Admin fee / account holder | $1,260 | $2,250-44.0% | $14,116-91.1% | $3,203-60.7% |