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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 | $16,543 | $77,920-78.8% | $149,723-89.0% | $75,177-78.0% |
| Participation rate | 38.2% | 65.6%-27.3pp | 78.8%-40.5pp | 67.2%-29.0pp |
| Annual return | 18.44% | 31.72%-13.3pp | 134.50%-116.1pp | 160.75%-142.3pp |
| Employer contribution / active EE | $805 | $3,138-74.3% | $4,821-83.3% | $2,671-69.9% |
| Participant deferral / active EE | $1,649 | $3,411-51.7% | $5,682-71.0% | $4,126-60.0% |
| Admin fee / account holder | $1,806 | $5,951-69.7% | $13,215-86.3% | $5,651-68.0% |