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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 | $20,356 | $40,275-49.5% | $57,356-64.5% | $59,633-65.9% |
| Participation rate | 34.1% | 69.1%-35.0pp | 75.1%-41.0pp | 68.7%-34.6pp |
| Annual return | 13.74% | 27.52%-13.8pp | 24.41%-10.7pp | 2041.45%-2027.7pp |
| Employer contribution / active EE | $554 | $1,921-71.2% | $2,689-79.4% | $2,203-74.9% |
| Participant deferral / active EE | $1,000 | $2,400-58.3% | $3,162-68.4% | $3,192-68.7% |
| Admin fee / account holder | $421 | $2,820-85.1% | $3,357-87.5% | $4,297-90.2% |