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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 | $20,874 | $35,183-40.7% | $73,550-71.6% | $70,126-70.2% |
| Participation rate | 42.9% | 42.9%-0.1pp | 54.9%-12.1pp | 69.5%-26.7pp |
| Annual return | 21.23% | 26.90%-5.7pp | -15.16%+36.4pp | 73.15%-51.9pp |
| Employer contribution / active EE | $374 | $709-47.2% | $1,219-69.3% | $2,343-84.0% |
| Participant deferral / active EE | $1,379 | $1,220+13.0% | $1,804-23.6% | $3,332-58.6% |
| Admin fee / account holder | $1,242 | $2,302-46.0% | $2,320-46.4% | $4,645-73.3% |