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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 | $20,058 | $91,179-78.0% | $178,499-88.8% | $79,852-74.9% |
| Participation rate | 31.3% | 69.2%-38.0pp | 81.9%-50.7pp | 69.6%-38.4pp |
| Annual return | 16.84% | 24.19%-7.3pp | 151.10%-134.3pp | 31.72%-14.9pp |
| Employer contribution / active EE | $625 | $3,256-80.8% | $5,011-87.5% | $2,471-74.7% |
| Participant deferral / active EE | $2,118 | $3,236-34.5% | $5,202-59.3% | $3,740-43.4% |
| Admin fee / account holder | $898 | $6,749-86.7% | $13,986-93.6% | $5,306-83.1% |