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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 | $16,034 | $76,407-79.0% | $150,298-89.3% | $82,448-80.6% |
| Participation rate | 22.9% | 66.4%-43.5pp | 77.8%-54.9pp | 68.1%-45.2pp |
| Annual return | 17.39% | 39.99%-22.6pp | 62.79%-45.4pp | 41.64%-24.3pp |
| Employer contribution / active EE | $324 | $2,614-87.6% | $4,154-92.2% | $2,551-87.3% |
| Participant deferral / active EE | $991 | $3,214-69.2% | $5,453-81.8% | $4,139-76.1% |
| Admin fee / account holder | $782 | $6,352-87.7% | $14,116-94.5% | $7,234-89.2% |