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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 | $18,030 | $41,377-56.4% | $109,313-83.5% | $62,881-71.3% |
| Participation rate | 36.6% | 57.5%-20.9pp | 71.3%-34.6pp | 69.3%-32.7pp |
| Annual return | 9.28% | 11.05%-1.8pp | 22.07%-12.8pp | 20.14%-10.9pp |
| Employer contribution / active EE | $397 | $1,276-68.9% | $3,892-89.8% | $2,281-82.6% |
| Participant deferral / active EE | $1,748 | $2,045-14.5% | $3,166-44.8% | $3,203-45.4% |
| Admin fee / account holder | $1,143 | $2,884-60.4% | $5,666-79.8% | $4,296-73.4% |