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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 | $16,073 | $39,132-58.9% | $57,196-71.9% | $62,881-74.4% |
| Participation rate | 59.3% | 70.5%-11.2pp | 75.3%-16.1pp | 69.3%-10.0pp |
| Annual return | 89.44% | 9.24%+80.2pp | 14.59%+74.8pp | 20.14%+69.3pp |
| Employer contribution / active EE | $891 | $1,874-52.5% | $2,683-66.8% | $2,281-60.9% |
| Participant deferral / active EE | $2,824 | $2,374+19.0% | $3,096-8.8% | $3,203-11.8% |
| Admin fee / account holder | $1,391 | $2,594-46.4% | $3,141-55.7% | $4,296-67.6% |